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 | $51,911 | $76,367-32.0% | $93,606-44.5% | $72,985-28.9% |
| Participation rate | 87.5% | 71.7%+15.8pp | 75.8%+11.7pp | 69.5%+18.0pp |
| Annual return | 79.18% | 25.82%+53.4pp | 32.76%+46.4pp | 81.00%-1.8pp |
| Employer contribution / active EE | $6,301 | $2,275+176.9% | $2,718+131.8% | $2,440+158.3% |
| Participant deferral / active EE | $13,787 | $3,538+289.7% | $4,069+238.9% | $3,607+282.2% |
| Admin fee / account holder | $2,835 | $6,838-58.5% | $7,888-64.1% | $5,124-44.7% |