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 | $54,195 | $78,705-31.1% | $117,854-54.0% | $70,131-22.7% |
| Participation rate | 84.0% | 73.2%+10.8pp | 79.7%+4.3pp | 69.5%+14.5pp |
| Annual return | 19.50% | 23.30%-3.8pp | 335.08%-315.6pp | 73.14%-53.6pp |
| Employer contribution / active EE | $3,580 | $2,223+61.0% | $3,786-5.4% | $2,342+52.8% |
| Participant deferral / active EE | $3,017 | $3,297-8.5% | $4,482-32.7% | $3,332-9.4% |
| Admin fee / account holder | $5,904 | $5,065+16.6% | $8,020-26.4% | $4,645+27.1% |