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 | $48,957 | $77,503-36.8% | $100,391-51.2% | $80,856-39.5% |
| Participation rate | 97.0% | 76.9%+20.0pp | 81.5%+15.5pp | 67.6%+29.3pp |
| Annual return | 33.45% | 37.20%-3.7pp | 49.20%-15.7pp | 35.59%-2.1pp |
| Employer contribution / active EE | $7,429 | $2,801+165.2% | $3,942+88.5% | $2,755+169.7% |
| Participant deferral / active EE | $9,091 | $6,820+33.3% | $8,082+12.5% | $4,296+111.6% |
| Admin fee / account holder | $6,838 | $5,897+16.0% | $7,899-13.4% | $6,918-1.2% |