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 5-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 | $59,111 | $109,881-46.2% | $150,045-60.6% | $84,808-30.3% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 21.93% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $7,311 | $3,561+105.3% | $4,693+55.8% | $2,631+177.9% |
| Participant deferral / active EE | $12,457 | $6,636+87.7% | $7,997+55.8% | $4,212+195.8% |
| Admin fee / account holder | $7,299 | $8,568-14.8% | $13,435-45.7% | $7,344-0.6% |