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 | $50,791 | $93,571-45.7% | $135,903-62.6% | $75,163-32.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 18.90% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,447 | $3,537+25.7% | $4,856-8.4% | $2,670+66.6% |
| Participant deferral / active EE | $7,606 | $6,404+18.8% | $7,758-2.0% | $4,125+84.4% |
| Admin fee / account holder | $4,003 | $6,975-42.6% | $10,762-62.8% | $5,651-29.2% |