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 | $46,279 | $74,888-38.2% | $71,209-35.0% | $142,382-67.5% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 19.19% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,273 | $2,854+84.7% | $2,721+93.8% | $4,299+22.6% |
| Participant deferral / active EE | $10,039 | $4,454+125.4% | $4,175+140.4% | $6,507+54.3% |
| Admin fee / account holder | $2,025 | $5,568-63.6% | $5,349-62.1% | $12,624-84.0% |