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 6-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 | $28,255 | $77,503-63.5% | $100,391-71.9% | $80,856-65.1% |
| Participation rate | 96.0% | 76.9%+19.1pp | 81.5%+14.5pp | 67.6%+28.4pp |
| Annual return | 46.84% | 37.20%+9.6pp | 49.20%-2.4pp | 35.59%+11.2pp |
| Employer contribution / active EE | $4,796 | $2,801+71.2% | $3,942+21.7% | $2,755+74.1% |
| Participant deferral / active EE | $8,534 | $6,820+25.1% | $8,082+5.6% | $4,296+98.7% |
| Admin fee / account holder | $4,071 | $5,897-31.0% | $7,899-48.5% | $6,918-41.1% |