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 10-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 | $47,560 | $91,552-48.1% | $133,956-64.5% | $79,858-40.4% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 33.93% | 61.85%-27.9pp | 45.09%-11.2pp | 31.71%+2.2pp |
| Employer contribution / active EE | $3,993 | $2,384+67.5% | $3,919+1.9% | $2,471+61.6% |
| Participant deferral / active EE | $7,680 | $3,733+105.7% | $5,048+52.2% | $3,740+105.3% |
| Admin fee / account holder | $517 | $6,321-91.8% | $8,927-94.2% | $5,306-90.3% |