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 | $45,646 | $72,012-36.6% | $185,823-75.4% | $79,858-42.8% |
| Participation rate | 92.1% | 65.8%+26.3pp | 78.0%+14.1pp | 69.6%+22.5pp |
| Annual return | 26.81% | 23.12%+3.7pp | 35.95%-9.1pp | 31.71%-4.9pp |
| Employer contribution / active EE | $4,660 | $1,965+137.2% | $4,087+14.0% | $2,471+88.6% |
| Participant deferral / active EE | $9,555 | $3,779+152.9% | $5,632+69.7% | $3,740+155.5% |
| Admin fee / account holder | $4,002 | $4,513-11.3% | $9,500-57.9% | $5,306-24.6% |