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 | $41,772 | $109,881-62.0% | $150,045-72.2% | $84,808-50.7% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,304 | $3,561+77.0% | $4,693+34.3% | $2,631+139.6% |
| Participant deferral / active EE | $4,260 | $6,636-35.8% | $7,997-46.7% | $4,212+1.1% |
| Admin fee / account holder | $7,720 | $8,568-9.9% | $13,435-42.5% | $7,344+5.1% |