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 6-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 | $46,119 | $95,803-51.9% | $113,168-59.2% | $84,808-45.6% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 21.22% | 25.00%-3.8pp | 24.27%-3.0pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,869 | $2,360+63.9% | $2,975+30.0% | $2,631+47.0% |
| Participant deferral / active EE | $9,330 | $4,242+119.9% | $5,107+82.7% | $4,212+121.5% |
| Admin fee / account holder | $402 | $8,989-95.5% | $12,068-96.7% | $7,344-94.5% |