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 | $59,371 | $95,803-38.0% | $113,168-47.5% | $84,808-30.0% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 15.13% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,360 | $2,360+42.4% | $2,975+12.9% | $2,631+27.7% |
| Participant deferral / active EE | $9,240 | $4,242+117.8% | $5,107+80.9% | $4,212+119.4% |
| Admin fee / account holder | $814 | $8,989-90.9% | $12,068-93.3% | $7,344-88.9% |