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 | $28,498 | $93,571-69.5% | $135,903-79.0% | $75,163-62.1% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 21.97% | 30.90%-8.9pp | 68.23%-46.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $5,563 | $3,537+57.3% | $4,856+14.5% | $2,670+108.4% |
| Participant deferral / active EE | $10,315 | $6,404+61.1% | $7,758+33.0% | $4,125+150.1% |
| Admin fee / account holder | $3,001 | $6,975-57.0% | $10,762-72.1% | $5,651-46.9% |