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 7-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 | $47,961 | $80,673-40.5% | $101,326-52.7% | $84,808-43.4% |
| Participation rate | 98.8% | 77.8%+21.0pp | 81.5%+17.3pp | 68.3%+30.5pp |
| Annual return | 24.11% | 38.95%-14.8pp | 36.82%-12.7pp | 40.90%-16.8pp |
| Employer contribution / active EE | $4,512 | $2,698+67.2% | $3,665+23.1% | $2,631+71.5% |
| Participant deferral / active EE | $8,790 | $6,840+28.5% | $7,994+10.0% | $4,212+108.7% |
| Admin fee / account holder | $884 | $12,784-93.1% | $11,185-92.1% | $7,344-88.0% |