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 | $41,841 | $109,881-61.9% | $150,045-72.1% | $84,808-50.7% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 28.80% | 28.25%+0.6pp | 62.55%-33.8pp | 40.90%-12.1pp |
| Employer contribution / active EE | $5,265 | $3,561+47.8% | $4,693+12.2% | $2,631+100.1% |
| Participant deferral / active EE | $11,101 | $6,636+67.3% | $7,997+38.8% | $4,212+163.6% |
| Admin fee / account holder | $2,317 | $8,568-73.0% | $13,435-82.8% | $7,344-68.5% |