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 | $69,235 | $101,724-31.9% | $164,813-58.0% | $80,856-14.4% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 13.51% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,951 | $2,953+135.4% | $4,341+60.1% | $2,755+152.3% |
| Participant deferral / active EE | $15,598 | $4,477+248.4% | $6,031+158.6% | $4,296+263.1% |
| Admin fee / account holder | $13,907 | $8,227+69.0% | $12,690+9.6% | $6,918+101.0% |