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 | $47,606 | $80,673-41.0% | $101,326-53.0% | $84,808-43.9% |
| Participation rate | 96.9% | 77.8%+19.1pp | 81.5%+15.4pp | 68.3%+28.6pp |
| Annual return | 19.56% | 38.95%-19.4pp | 36.82%-17.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $4,805 | $2,698+78.1% | $3,665+31.1% | $2,631+82.6% |
| Participant deferral / active EE | $10,901 | $6,840+59.4% | $7,994+36.4% | $4,212+158.8% |
| Admin fee / account holder | $7,070 | $12,784-44.7% | $11,185-36.8% | $7,344-3.7% |