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 | $42,300 | $114,381-63.0% | $107,525-60.7% | $142,382-70.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 17.67% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $11,660 | $4,015+190.4% | $3,754+210.6% | $4,299+171.2% |
| Participant deferral / active EE | $7,065 | $5,564+27.0% | $5,116+38.1% | $6,507+8.6% |
| Admin fee / account holder | $2,455 | $9,860-75.1% | $8,919-72.5% | $12,624-80.5% |