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 | $61,068 | $106,749-42.8% | $145,433-58.0% | $82,448-25.9% |
| Participation rate | 95.8% | 75.6%+20.2pp | 82.1%+13.7pp | 68.1%+27.8pp |
| Annual return | 29.86% | 27.59%+2.3pp | 66.58%-36.7pp | 41.64%-11.8pp |
| Employer contribution / active EE | $3,245 | $3,444-5.8% | $4,554-28.8% | $2,551+27.2% |
| Participant deferral / active EE | $12,441 | $6,519+90.8% | $7,897+57.5% | $4,139+200.6% |
| Admin fee / account holder | $8,356 | $8,390-0.4% | $13,129-36.4% | $7,234+15.5% |