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 | $45,031 | $91,190-50.6% | $178,490-74.8% | $79,858-43.6% |
| Participation rate | 95.2% | 69.2%+26.0pp | 81.9%+13.3pp | 69.6%+25.6pp |
| Annual return | 15.57% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,010 | $3,256-7.6% | $5,011-39.9% | $2,471+21.8% |
| Participant deferral / active EE | $5,635 | $3,236+74.1% | $5,202+8.3% | $3,740+50.7% |
| Admin fee / account holder | $3,910 | $6,751-42.1% | $13,984-72.0% | $5,306-26.3% |