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 | $72,600 | $98,750-26.5% | $149,696-51.5% | $79,858-9.1% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.5%-1.5pp | 69.6%+11.3pp |
| Annual return | 39.07% | 27.43%+11.6pp | 276.60%-237.5pp | 31.71%+7.4pp |
| Employer contribution / active EE | $1,808 | $3,216-43.8% | $4,644-61.1% | $2,471-26.8% |
| Participant deferral / active EE | $6,435 | $5,680+13.3% | $6,842-5.9% | $3,740+72.1% |
| Admin fee / account holder | $14,632 | $6,053+141.8% | $9,309+57.2% | $5,306+175.8% |