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 | $19,082 | $46,869-59.3% | $122,332-84.4% | $70,131-72.8% |
| Participation rate | 94.8% | 58.2%+36.6pp | 71.6%+23.2pp | 69.5%+25.3pp |
| Annual return | 38.04% | 24.22%+13.8pp | 30.27%+7.8pp | 73.14%-35.1pp |
| Employer contribution / active EE | $5,430 | $1,288+321.6% | $4,050+34.0% | $2,342+131.8% |
| Participant deferral / active EE | $6,421 | $2,166+196.4% | $3,287+95.4% | $3,332+92.7% |
| Admin fee / account holder | $572 | $3,322-82.8% | $5,478-89.6% | $4,645-87.7% |