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 | $55,706 | $109,881-49.3% | $150,045-62.9% | $84,808-34.3% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 18.37% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,117 | $3,561+43.7% | $4,693+9.0% | $2,631+94.5% |
| Participant deferral / active EE | $10,889 | $6,636+64.1% | $7,997+36.2% | $4,212+158.6% |
| Admin fee / account holder | $13,051 | $8,568+52.3% | $13,435-2.9% | $7,344+77.7% |