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 3-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 | $65,781 | $93,170-29.4% | $100,534-34.6% | $84,808-22.4% |
| Participation rate | 93.1% | 75.8%+17.3pp | 80.6%+12.5pp | 68.3%+24.8pp |
| Annual return | 55.35% | 47.13%+8.2pp | 32.66%+22.7pp | 40.90%+14.5pp |
| Employer contribution / active EE | $7,004 | $3,985+75.8% | $4,346+61.2% | $2,631+166.2% |
| Participant deferral / active EE | $13,658 | $5,699+139.7% | $6,144+122.3% | $4,212+224.3% |
| Admin fee / account holder | $1,152 | $7,382-84.4% | $7,654-84.9% | $7,344-84.3% |