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 | $45,892 | $72,277-36.5% | $101,248-54.7% | $79,858-42.5% |
| Participation rate | 86.5% | 68.5%+18.0pp | 75.8%+10.7pp | 69.6%+16.9pp |
| Annual return | 38.71% | 22.30%+16.4pp | 46.47%-7.8pp | 31.71%+7.0pp |
| Employer contribution / active EE | $2,844 | $2,692+5.7% | $3,660-22.3% | $2,471+15.1% |
| Participant deferral / active EE | $8,315 | $3,282+153.4% | $4,370+90.3% | $3,740+122.3% |
| Admin fee / account holder | $1,478 | $4,400-66.4% | $5,945-75.1% | $5,306-72.1% |