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 | $59,656 | $57,016+4.6% | $84,966-29.8% | $80,856-26.2% |
| Participation rate | 95.7% | 56.3%+39.4pp | 67.5%+28.2pp | 67.6%+28.1pp |
| Annual return | 16.61% | 21.66%-5.1pp | 66.38%-49.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $11,171 | $1,798+521.4% | $2,727+309.6% | $2,755+305.5% |
| Participant deferral / active EE | $14,830 | $3,110+376.9% | $4,519+228.2% | $4,296+245.2% |
| Admin fee / account holder | $7,798 | $4,980+56.6% | $6,149+26.8% | $6,918+12.7% |