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 8-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 | $43,100 | $109,881-60.8% | $150,045-71.3% | $84,808-49.2% |
| Participation rate | 95.3% | 76.1%+19.3pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 15.34% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,216 | $3,561+46.5% | $4,693+11.1% | $2,631+98.2% |
| Participant deferral / active EE | $8,045 | $6,636+21.2% | $7,997+0.6% | $4,212+91.0% |
| Admin fee / account holder | $11,223 | $8,568+31.0% | $13,435-16.5% | $7,344+52.8% |