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 | $62,074 | $80,673-23.1% | $101,326-38.7% | $84,808-26.8% |
| Participation rate | 97.4% | 77.8%+19.7pp | 81.5%+15.9pp | 68.3%+29.1pp |
| Annual return | 23.54% | 38.95%-15.4pp | 36.82%-13.3pp | 40.90%-17.4pp |
| Employer contribution / active EE | $5,816 | $2,698+115.6% | $3,665+58.7% | $2,631+121.0% |
| Participant deferral / active EE | $12,164 | $6,840+77.8% | $7,994+52.2% | $4,212+188.8% |
| Admin fee / account holder | $6,926 | $12,784-45.8% | $11,185-38.1% | $7,344-5.7% |