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 | $51,158 | $93,571-45.3% | $135,903-62.4% | $75,163-31.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 16.66% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $5,968 | $3,537+68.8% | $4,856+22.9% | $2,670+123.5% |
| Participant deferral / active EE | $4,304 | $6,404-32.8% | $7,758-44.5% | $4,125+4.3% |
| Admin fee / account holder | $9,587 | $6,975+37.4% | $10,762-10.9% | $5,651+69.6% |