See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,083 | $109,881-44.4% | $150,045-59.3% | $84,808-28.0% |
| Participation rate | 84.2% | 76.1%+8.1pp | 82.3%+1.9pp | 68.3%+15.9pp |
| Annual return | 21.93% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $4,137 | $3,561+16.2% | $4,693-11.9% | $2,631+57.2% |
| Participant deferral / active EE | $10,038 | $6,636+51.3% | $7,997+25.5% | $4,212+138.4% |
| Admin fee / account holder | $1,098 | $8,568-87.2% | $13,435-91.8% | $7,344-85.1% |