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 | $23,900 | $58,523-59.2% | $99,443-76.0% | $72,985-67.3% |
| Participation rate | 89.2% | 64.6%+24.6pp | 73.8%+15.4pp | 69.5%+19.7pp |
| Annual return | 32.59% | 28.51%+4.1pp | 30.72%+1.9pp | 81.00%-48.4pp |
| Employer contribution / active EE | $3,999 | $1,512+164.5% | $2,540+57.5% | $2,440+63.9% |
| Participant deferral / active EE | $6,058 | $2,606+132.5% | $3,619+67.4% | $3,607+67.9% |
| Admin fee / account holder | $4,115 | $4,102+0.3% | $6,250-34.2% | $5,124-19.7% |