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 5-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 | $37,929 | $109,881-65.5% | $150,045-74.7% | $84,808-55.3% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 28.03% | 28.25%-0.2pp | 62.55%-34.5pp | 40.90%-12.9pp |
| Employer contribution / active EE | $5,119 | $3,561+43.8% | $4,693+9.1% | $2,631+94.6% |
| Participant deferral / active EE | $9,912 | $6,636+49.4% | $7,997+23.9% | $4,212+135.4% |
| Admin fee / account holder | $1,442 | $8,568-83.2% | $13,435-89.3% | $7,344-80.4% |