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 4-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 | $45,041 | $109,881-59.0% | $150,045-70.0% | $84,808-46.9% |
| Participation rate | 84.4% | 76.1%+8.4pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 29.77% | 28.25%+1.5pp | 62.55%-32.8pp | 40.90%-11.1pp |
| Employer contribution / active EE | $4,834 | $3,561+35.7% | $4,693+3.0% | $2,631+83.7% |
| Participant deferral / active EE | $8,935 | $6,636+34.6% | $7,997+11.7% | $4,212+112.1% |
| Admin fee / account holder | $2,265 | $8,568-73.6% | $13,435-83.1% | $7,344-69.2% |