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 | $40,402 | $57,016-29.1% | $84,966-52.4% | $80,856-50.0% |
| Participation rate | 84.0% | 56.3%+27.7pp | 67.5%+16.5pp | 67.6%+16.4pp |
| Annual return | 14.09% | 21.66%-7.6pp | 66.38%-52.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,007 | $1,798+67.3% | $2,727+10.3% | $2,755+9.2% |
| Participant deferral / active EE | $7,267 | $3,110+133.7% | $4,519+60.8% | $4,296+69.2% |
| Admin fee / account holder | $6,427 | $4,980+29.0% | $6,149+4.5% | $6,918-7.1% |