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 7-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 | $40,936 | $68,547-40.3% | $120,354-66.0% | $80,856-49.4% |
| Participation rate | 94.4% | 61.6%+32.8pp | 71.9%+22.5pp | 67.6%+26.8pp |
| Annual return | 10.95% | 23.60%-12.7pp | 107.15%-96.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,733 | $2,051+82.0% | $3,463+7.8% | $2,755+35.5% |
| Participant deferral / active EE | $8,113 | $3,173+155.6% | $4,991+62.5% | $4,296+88.9% |
| Admin fee / account holder | $18,580 | $5,732+224.1% | $9,423+97.2% | $6,918+168.6% |