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 8-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 | $45,729 | $163,101-72.0% | $136,749-66.6% | $142,382-67.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.96% | 27.54%-13.6pp | 24.33%-10.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,231 | $4,117-70.1% | $3,400-63.8% | $4,299-71.4% |
| Participant deferral / active EE | $5,193 | $5,585-7.0% | $4,692+10.7% | $6,507-20.2% |
| Admin fee / account holder | $18,685 | $14,318+30.5% | $11,386+64.1% | $12,624+48.0% |