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 7-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 | $46,071 | $89,355-48.4% | $141,162-67.4% | $72,985-36.9% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.0pp | 69.5%+16.0pp |
| Annual return | 36.48% | 111.85%-75.4pp | 71.39%-34.9pp | 81.00%-44.5pp |
| Employer contribution / active EE | $4,395 | $3,114+41.1% | $4,735-7.2% | $2,440+80.2% |
| Participant deferral / active EE | $5,640 | $5,418+4.1% | $6,709-15.9% | $3,607+56.3% |
| Admin fee / account holder | $5,904 | $5,958-0.9% | $10,261-42.5% | $5,124+15.2% |