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 9-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 | $45,859 | $54,762-16.3% | $90,281-49.2% | $72,985-37.2% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 25.01% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $6,293 | $2,092+200.7% | $2,854+120.5% | $2,440+157.9% |
| Participant deferral / active EE | $6,369 | $2,887+120.6% | $3,885+63.9% | $3,607+76.5% |
| Admin fee / account holder | $604 | $3,972-84.8% | $5,351-88.7% | $5,124-88.2% |