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 3-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 | $34,165 | $100,923-66.1% | $150,045-77.2% | $74,304-54.0% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.3%+15.9pp | 60.3%+37.8pp |
| Annual return | 45.30% | 51.77%-6.5pp | 62.55%-17.2pp | 29.43%+15.9pp |
| Employer contribution / active EE | $3,519 | $3,463+1.6% | $4,693-25.0% | $2,241+57.0% |
| Participant deferral / active EE | $9,262 | $6,709+38.0% | $7,997+15.8% | $3,767+145.8% |
| Admin fee / account holder | $2,545 | $2,767-8.0% | $13,435-81.1% | $2,969-14.3% |