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 | $22,510 | $72,277-68.9% | $101,248-77.8% | $79,858-71.8% |
| Participation rate | 94.9% | 68.5%+26.4pp | 75.8%+19.1pp | 69.6%+25.2pp |
| Annual return | 17.75% | 22.30%-4.5pp | 46.47%-28.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,731 | $2,692+1.5% | $3,660-25.4% | $2,471+10.5% |
| Participant deferral / active EE | $5,166 | $3,282+57.4% | $4,370+18.2% | $3,740+38.1% |
| Admin fee / account holder | $451 | $4,400-89.7% | $5,945-92.4% | $5,306-91.5% |