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 | $34,624 | $81,460-57.5% | $103,333-66.5% | $80,856-57.2% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 11.88% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,582 | $3,105+15.4% | $3,868-7.4% | $2,755+30.0% |
| Participant deferral / active EE | $7,019 | $3,869+81.4% | $5,057+38.8% | $4,296+63.4% |
| Admin fee / account holder | $4,292 | $6,566-34.6% | $8,355-48.6% | $6,918-38.0% |