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 | $65,027 | $80,673-19.4% | $101,326-35.8% | $84,808-23.3% |
| Participation rate | 97.1% | 77.8%+19.3pp | 81.5%+15.6pp | 68.3%+28.7pp |
| Annual return | 27.79% | 38.95%-11.2pp | 36.82%-9.0pp | 40.90%-13.1pp |
| Employer contribution / active EE | $7,874 | $2,698+191.9% | $3,665+114.8% | $2,631+199.3% |
| Participant deferral / active EE | $10,251 | $6,840+49.9% | $7,994+28.2% | $4,212+143.4% |
| Admin fee / account holder | $5,928 | $12,784-53.6% | $11,185-47.0% | $7,344-19.3% |