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 | $24,498 | $72,012-66.0% | $185,823-86.8% | $79,858-69.3% |
| Participation rate | 94.6% | 65.8%+28.8pp | 78.0%+16.6pp | 69.6%+25.0pp |
| Annual return | 12.44% | 23.12%-10.7pp | 35.95%-23.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,402 | $1,965+124.1% | $4,087+7.7% | $2,471+78.2% |
| Participant deferral / active EE | $5,520 | $3,779+46.1% | $5,632-2.0% | $3,740+47.6% |
| Admin fee / account holder | $6,653 | $4,513+47.4% | $9,500-30.0% | $5,306+25.4% |