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 | $35,625 | $58,208-38.8% | $81,812-56.5% | $80,856-55.9% |
| Participation rate | 95.1% | 63.4%+31.7pp | 72.3%+22.8pp | 67.6%+27.5pp |
| Annual return | 13.08% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $6,770 | $2,340+189.3% | $2,912+132.5% | $2,755+145.7% |
| Participant deferral / active EE | $3,871 | $3,281+18.0% | $4,319-10.4% | $4,296-9.9% |
| Admin fee / account holder | $1,164 | $4,981-76.6% | $7,386-84.2% | $6,918-83.2% |