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 | $62,285 | $80,673-22.8% | $101,326-38.5% | $84,808-26.6% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 19.60% | 38.95%-19.4pp | 36.82%-17.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,092 | $2,698+88.7% | $3,665+38.9% | $2,631+93.5% |
| Participant deferral / active EE | $11,043 | $6,840+61.4% | $7,994+38.1% | $4,212+162.2% |
| Admin fee / account holder | $2,329 | $12,784-81.8% | $11,185-79.2% | $7,344-68.3% |