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 | $25,660 | $93,571-72.6% | $135,903-81.1% | $75,163-65.9% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 35.40% | 30.90%+4.5pp | 68.23%-32.8pp | 160.62%-125.2pp |
| Employer contribution / active EE | $6,543 | $3,537+85.0% | $4,856+34.7% | $2,670+145.1% |
| Participant deferral / active EE | $18,335 | $6,404+186.3% | $7,758+136.3% | $4,125+344.5% |
| Admin fee / account holder | $4,276 | $6,975-38.7% | $10,762-60.3% | $5,651-24.3% |