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 | $49,714 | $78,926-37.0% | $136,749-63.6% | $84,808-41.4% |
| Participation rate | 86.1% | 62.2%+23.9pp | 72.1%+14.0pp | 68.3%+17.8pp |
| Annual return | 19.69% | 18.17%+1.5pp | 24.33%-4.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,886 | $2,134+82.1% | $3,400+14.3% | $2,631+47.7% |
| Participant deferral / active EE | $7,460 | $3,168+135.4% | $4,692+59.0% | $4,212+77.1% |
| Admin fee / account holder | $2,808 | $6,369-55.9% | $11,386-75.3% | $7,344-61.8% |