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 | $50,782 | $98,750-48.6% | $149,696-66.1% | $79,858-36.4% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.7pp |
| Annual return | 29.82% | 27.43%+2.4pp | 276.60%-246.8pp | 31.71%-1.9pp |
| Employer contribution / active EE | $4,806 | $3,216+49.4% | $4,644+3.5% | $2,471+94.5% |
| Participant deferral / active EE | $7,469 | $5,680+31.5% | $6,842+9.2% | $3,740+99.7% |
| Admin fee / account holder | $4,256 | $6,053-29.7% | $9,309-54.3% | $5,306-19.8% |