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 | $45,866 | $93,571-51.0% | $135,903-66.3% | $75,163-39.0% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 22.61% | 30.90%-8.3pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $2,645 | $3,537-25.2% | $4,856-45.5% | $2,670-0.9% |
| Participant deferral / active EE | $6,308 | $6,404-1.5% | $7,758-18.7% | $4,125+52.9% |
| Admin fee / account holder | $2,132 | $6,975-69.4% | $10,762-80.2% | $5,651-62.3% |