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 | $76,497 | $95,803-20.2% | $113,168-32.4% | $84,808-9.8% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 13.89% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,755 | $2,360+101.5% | $2,975+59.8% | $2,631+80.7% |
| Participant deferral / active EE | $7,830 | $4,242+84.6% | $5,107+53.3% | $4,212+85.9% |
| Admin fee / account holder | $13,266 | $8,989+47.6% | $12,068+9.9% | $7,344+80.6% |