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 | $49,099 | $93,571-47.5% | $135,903-63.9% | $75,163-34.7% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 17.71% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $9,085 | $3,537+156.9% | $4,856+87.1% | $2,670+240.3% |
| Participant deferral / active EE | $5,703 | $6,404-10.9% | $7,758-26.5% | $4,125+38.3% |
| Admin fee / account holder | $1,007 | $6,975-85.6% | $10,762-90.6% | $5,651-82.2% |