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 7-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 | $67,984 | $48,795+39.3% | $65,493+3.8% | $84,808-19.8% |
| Participation rate | 88.0% | 67.0%+21.0pp | 73.1%+14.9pp | 68.3%+19.7pp |
| Annual return | 24.70% | 20.20%+4.5pp | 982.45%-957.7pp | 40.90%-16.2pp |
| Employer contribution / active EE | $5,600 | $1,930+190.2% | $2,574+117.5% | $2,631+112.8% |
| Participant deferral / active EE | $8,945 | $2,928+205.4% | $3,961+125.8% | $4,212+112.4% |
| Admin fee / account holder | $5,514 | $3,877+42.2% | $5,028+9.7% | $7,344-24.9% |