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 | $67,932 | $109,881-38.2% | $150,045-54.7% | $84,808-19.9% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 23.43% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $8,012 | $3,561+125.0% | $4,693+70.7% | $2,631+204.5% |
| Participant deferral / active EE | $15,740 | $6,636+137.2% | $7,997+96.8% | $4,212+273.7% |
| Admin fee / account holder | $1,423 | $8,568-83.4% | $13,435-89.4% | $7,344-80.6% |