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 | $27,467 | $80,673-66.0% | $101,326-72.9% | $84,808-67.6% |
| Participation rate | 94.6% | 77.8%+16.8pp | 81.5%+13.1pp | 68.3%+26.3pp |
| Annual return | 48.22% | 38.95%+9.3pp | 36.82%+11.4pp | 40.90%+7.3pp |
| Employer contribution / active EE | $5,981 | $2,698+121.7% | $3,665+63.2% | $2,631+127.3% |
| Participant deferral / active EE | $12,028 | $6,840+75.8% | $7,994+50.5% | $4,212+185.6% |
| Admin fee / account holder | $2,673 | $12,784-79.1% | $11,185-76.1% | $7,344-63.6% |