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 | $45,719 | $86,922-47.4% | $102,438-55.4% | $80,874-43.5% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+17.9pp | 67.6%+26.8pp |
| Annual return | 36.16% | 18.90%+17.3pp | 29.37%+6.8pp | 35.62%+0.5pp |
| Employer contribution / active EE | $16,362 | $2,369+590.5% | $3,024+441.1% | $2,756+493.8% |
| Participant deferral / active EE | $6,164 | $4,119+49.7% | $5,054+22.0% | $4,297+43.5% |
| Admin fee / account holder | $1,603 | $8,050-80.1% | $9,448-83.0% | $6,935-76.9% |