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 | $61,599 | $109,881-43.9% | $150,045-58.9% | $84,808-27.4% |
| Participation rate | 91.0% | 76.1%+14.9pp | 82.3%+8.7pp | 68.3%+22.7pp |
| Annual return | 18.36% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,805 | $3,561+6.9% | $4,693-18.9% | $2,631+44.6% |
| Participant deferral / active EE | $13,169 | $6,636+98.5% | $7,997+64.7% | $4,212+212.7% |
| Admin fee / account holder | $4,815 | $8,568-43.8% | $13,435-64.2% | $7,344-34.4% |