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 | $63,306 | $109,881-42.4% | $150,045-57.8% | $84,808-25.4% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 19.31% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $6,537 | $3,561+83.6% | $4,693+39.3% | $2,631+148.5% |
| Participant deferral / active EE | $11,298 | $6,636+70.3% | $7,997+41.3% | $4,212+168.3% |
| Admin fee / account holder | $3,804 | $8,568-55.6% | $13,435-71.7% | $7,344-48.2% |