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 7-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 | $53,272 | $111,754-52.3% | $103,333-48.4% | $145,922-63.5% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.41% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $7,013 | $4,212+66.5% | $3,868+81.3% | $4,660+50.5% |
| Participant deferral / active EE | $7,743 | $5,619+37.8% | $5,057+53.1% | $6,688+15.8% |
| Admin fee / account holder | $8,253 | $9,750-15.4% | $8,355-1.2% | $13,397-38.4% |