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 | $14,399 | $102,966-86.0% | $90,281-84.1% | $152,861-90.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 22.66% | 95.16%-72.5pp | 78.10%-55.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,688 | $3,139+17.5% | $2,854+29.2% | $4,762-22.6% |
| Participant deferral / active EE | $3,224 | $4,281-24.7% | $3,885-17.0% | $5,850-44.9% |
| Admin fee / account holder | $2,918 | $6,171-52.7% | $5,351-45.5% | $11,596-74.8% |