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 | $66,043 | $117,983-44.0% | $101,794-35.1% | $142,382-53.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 22.20% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $7,357 | $2,773+165.3% | $2,289+221.4% | $4,299+71.1% |
| Participant deferral / active EE | $4,645 | $4,714-1.5% | $4,084+13.7% | $6,507-28.6% |
| Admin fee / account holder | $818 | $10,433-92.2% | $8,777-90.7% | $12,624-93.5% |