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 | $43,342 | $54,762-20.9% | $90,281-52.0% | $72,985-40.6% |
| Participation rate | 96.4% | 65.1%+31.3pp | 73.3%+23.2pp | 69.5%+26.9pp |
| Annual return | 37.48% | 30.63%+6.9pp | 78.10%-40.6pp | 81.00%-43.5pp |
| Employer contribution / active EE | $3,552 | $2,092+69.7% | $2,854+24.4% | $2,440+45.6% |
| Participant deferral / active EE | $5,181 | $2,887+79.5% | $3,885+33.3% | $3,607+43.6% |
| Admin fee / account holder | $921 | $3,972-76.8% | $5,351-82.8% | $5,124-82.0% |