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 | $66,176 | $86,929-23.9% | $102,423-35.4% | $80,856-18.2% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.6%+14.2pp |
| Annual return | 22.65% | 18.88%+3.8pp | 29.32%-6.7pp | 35.59%-12.9pp |
| Employer contribution / active EE | $4,266 | $2,369+80.0% | $3,023+41.1% | $2,755+54.9% |
| Participant deferral / active EE | $10,339 | $4,118+151.0% | $5,053+104.6% | $4,296+140.7% |
| Admin fee / account holder | $1,569 | $8,049-80.5% | $9,451-83.4% | $6,918-77.3% |