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 | $72,583 | $57,590+26.0% | $86,233-15.8% | $82,448-12.0% |
| Participation rate | 94.3% | 57.9%+36.4pp | 69.0%+25.2pp | 68.1%+26.2pp |
| Annual return | 29.06% | 22.41%+6.6pp | 61.39%-32.3pp | 41.64%-12.6pp |
| Employer contribution / active EE | $11,239 | $1,655+579.0% | $2,504+348.8% | $2,551+340.6% |
| Participant deferral / active EE | $11,784 | $3,080+282.6% | $4,559+158.5% | $4,139+184.7% |
| Admin fee / account holder | $2,045 | $4,730-56.8% | $8,342-75.5% | $7,234-71.7% |