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 | $65,223 | $109,881-40.6% | $150,045-56.5% | $84,808-23.1% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 35.94% | 28.25%+7.7pp | 62.55%-26.6pp | 40.90%-5.0pp |
| Employer contribution / active EE | $2,623 | $3,561-26.3% | $4,693-44.1% | $2,631-0.3% |
| Participant deferral / active EE | $6,698 | $6,636+0.9% | $7,997-16.2% | $4,212+59.0% |
| Admin fee / account holder | $12,626 | $8,568+47.4% | $13,435-6.0% | $7,344+71.9% |