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 | $59,237 | $72,492-18.3% | $87,100-32.0% | $72,985-18.8% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 22.90% | 24.46%-1.6pp | 28.19%-5.3pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,875 | $1,894+104.6% | $2,521+53.7% | $2,440+58.8% |
| Participant deferral / active EE | $4,961 | $3,270+51.7% | $4,049+22.5% | $3,607+37.5% |
| Admin fee / account holder | $8,218 | $5,055+62.6% | $7,497+9.6% | $5,124+60.4% |