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 | $41,272 | $81,248-49.2% | $155,509-73.5% | $80,856-49.0% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 18.85% | 33.31%-14.5pp | 64.67%-45.8pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,851 | $3,100+88.7% | $4,672+25.2% | $2,755+112.4% |
| Participant deferral / active EE | $6,392 | $3,452+85.2% | $5,626+13.6% | $4,296+48.8% |
| Admin fee / account holder | $376 | $7,997-95.3% | $15,912-97.6% | $6,918-94.6% |