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 6-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 | $51,946 | $138,347-62.5% | $184,203-71.8% | $80,856-35.8% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 68.25% | 20.02%+48.2pp | 28.81%+39.4pp | 35.59%+32.7pp |
| Employer contribution / active EE | $4,647 | $4,850-4.2% | $6,427-27.7% | $2,755+68.7% |
| Participant deferral / active EE | $10,287 | $7,071+45.5% | $9,131+12.7% | $4,296+139.5% |
| Admin fee / account holder | $2,220 | $10,483-78.8% | $13,901-84.0% | $6,918-67.9% |