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 | $47,948 | $109,881-56.4% | $150,045-68.0% | $84,808-43.5% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 19.01% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $6,085 | $3,561+70.9% | $4,693+29.7% | $2,631+131.3% |
| Participant deferral / active EE | $11,260 | $6,636+69.7% | $7,997+40.8% | $4,212+167.4% |
| Admin fee / account holder | $9,519 | $8,568+11.1% | $13,435-29.1% | $7,344+29.6% |