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 7-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 | $47,038 | $100,923-53.4% | $150,045-68.7% | $74,304-36.7% |
| Participation rate | 89.8% | 70.1%+19.7pp | 82.3%+7.5pp | 60.3%+29.5pp |
| Annual return | 25.66% | 51.77%-26.1pp | 62.55%-36.9pp | 29.43%-3.8pp |
| Employer contribution / active EE | $3,645 | $3,463+5.3% | $4,693-22.3% | $2,241+62.6% |
| Participant deferral / active EE | $7,289 | $6,709+8.6% | $7,997-8.9% | $3,767+93.5% |
| Admin fee / account holder | $4,384 | $2,767+58.5% | $13,435-67.4% | $2,969+47.7% |