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 8-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 | $32,762 | $112,096-70.8% | $95,952-65.9% | $158,922-79.4% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 10.33% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $5,174 | $3,198+61.8% | $2,541+103.6% | $4,761+8.7% |
| Participant deferral / active EE | $9,043 | $4,784+89.0% | $4,167+117.0% | $5,982+51.2% |
| Admin fee / account holder | $1,873 | $10,130-81.5% | $6,795-72.4% | $11,246-83.3% |