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 5-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 | $72,285 | $109,881-34.2% | $150,045-51.8% | $84,808-14.8% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 35.49% | 28.25%+7.2pp | 62.55%-27.1pp | 40.90%-5.4pp |
| Employer contribution / active EE | $5,164 | $3,561+45.0% | $4,693+10.0% | $2,631+96.3% |
| Participant deferral / active EE | $11,540 | $6,636+73.9% | $7,997+44.3% | $4,212+174.0% |
| Admin fee / account holder | $1,169 | $8,568-86.4% | $13,435-91.3% | $7,344-84.1% |