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 | $40,340 | $54,705-26.3% | $71,209-43.4% | $84,808-52.4% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.8%+19.6pp | 68.3%+25.0pp |
| Annual return | 15.26% | 35.90%-20.6pp | 282.51%-267.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,025 | $2,158+40.2% | $2,721+11.2% | $2,631+15.0% |
| Participant deferral / active EE | $7,083 | $3,030+133.7% | $4,175+69.6% | $4,212+68.2% |
| Admin fee / account holder | $1,941 | $4,863-60.1% | $5,349-63.7% | $7,344-73.6% |