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 | $64,900 | $57,541+12.8% | $95,745-32.2% | $75,163-13.7% |
| Participation rate | 93.5% | 62.5%+31.0pp | 72.3%+21.3pp | 67.2%+26.4pp |
| Annual return | 25.03% | 34.93%-9.9pp | 28.35%-3.3pp | 160.62%-135.6pp |
| Employer contribution / active EE | $6,456 | $1,808+257.1% | $2,835+127.8% | $2,670+141.8% |
| Participant deferral / active EE | $11,734 | $3,074+281.7% | $4,245+176.4% | $4,125+184.4% |
| Admin fee / account holder | $2,245 | $4,099-45.2% | $5,678-60.5% | $5,651-60.3% |