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 | $31,623 | $78,520-59.7% | $96,576-67.3% | $82,448-61.6% |
| Participation rate | 96.6% | 77.7%+18.9pp | 81.4%+15.2pp | 68.1%+28.5pp |
| Annual return | 25.18% | 41.30%-16.1pp | 38.47%-13.3pp | 41.64%-16.5pp |
| Employer contribution / active EE | $3,611 | $2,630+37.3% | $3,553+1.6% | $2,551+41.5% |
| Participant deferral / active EE | $8,085 | $6,754+19.7% | $7,956+1.6% | $4,139+95.3% |
| Admin fee / account holder | $1,638 | $13,455-87.8% | $11,381-85.6% | $7,234-77.4% |