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 8-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 | $52,084 | $68,547-24.0% | $120,354-56.7% | $80,856-35.6% |
| Participation rate | 76.7% | 61.6%+15.1pp | 71.9%+4.8pp | 67.6%+9.1pp |
| Annual return | 11.59% | 23.60%-12.0pp | 107.15%-95.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,285 | $2,051+157.6% | $3,463+52.6% | $2,755+91.8% |
| Participant deferral / active EE | $5,815 | $3,173+83.2% | $4,991+16.5% | $4,296+35.4% |
| Admin fee / account holder | $598 | $5,732-89.6% | $9,423-93.7% | $6,918-91.4% |