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 | $77,109 | $109,881-29.8% | $150,045-48.6% | $84,808-9.1% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 16.56% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,639 | $3,561+86.4% | $4,693+41.5% | $2,631+152.3% |
| Participant deferral / active EE | $7,804 | $6,636+17.6% | $7,997-2.4% | $4,212+85.3% |
| Admin fee / account holder | $3,120 | $8,568-63.6% | $13,435-76.8% | $7,344-57.5% |