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 | $50,420 | $109,413-53.9% | $156,263-67.7% | $84,808-40.5% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 13.73% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,710 | $2,907+27.6% | $4,333-14.4% | $2,631+41.0% |
| Participant deferral / active EE | $5,140 | $4,590+12.0% | $6,158-16.5% | $4,212+22.0% |
| Admin fee / account holder | $3,531 | $9,357-62.3% | $14,255-75.2% | $7,344-51.9% |