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 | $62,316 | $74,927-16.8% | $101,794-38.8% | $84,808-26.5% |
| Participation rate | 91.3% | 61.4%+29.9pp | 69.2%+22.1pp | 68.3%+23.0pp |
| Annual return | 16.00% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,486 | $1,522+194.8% | $2,289+96.0% | $2,631+70.5% |
| Participant deferral / active EE | $9,191 | $3,099+196.6% | $4,084+125.0% | $4,212+118.2% |
| Admin fee / account holder | $7,843 | $6,514+20.4% | $8,777-10.6% | $7,344+6.8% |