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 | $24,432 | $81,460-70.0% | $103,333-76.4% | $80,856-69.8% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 13.95% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,846 | $3,105+23.9% | $3,868-0.6% | $2,755+39.6% |
| Participant deferral / active EE | $7,288 | $3,869+88.4% | $5,057+44.1% | $4,296+69.6% |
| Admin fee / account holder | $1,211 | $6,566-81.6% | $8,355-85.5% | $6,918-82.5% |