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 | $29,653 | $64,348-53.9% | $90,160-67.1% | $70,131-57.7% |
| Participation rate | 86.5% | 70.4%+16.0pp | 76.9%+9.6pp | 69.5%+16.9pp |
| Annual return | 28.43% | 28.13%+0.3pp | 34.88%-6.5pp | 73.14%-44.7pp |
| Employer contribution / active EE | $5,192 | $2,046+153.8% | $3,318+56.5% | $2,342+121.7% |
| Participant deferral / active EE | $10,713 | $4,389+144.1% | $5,288+102.6% | $3,332+221.6% |
| Admin fee / account holder | $1,464 | $3,944-62.9% | $5,943-75.4% | $4,645-68.5% |