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 | $47,719 | $72,492-34.2% | $87,100-45.2% | $72,985-34.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 88.70% | 24.46%+64.2pp | 28.19%+60.5pp | 81.00%+7.7pp |
| Employer contribution / active EE | $3,731 | $1,894+97.0% | $2,521+48.0% | $2,440+52.9% |
| Participant deferral / active EE | $6,907 | $3,270+111.2% | $4,049+70.6% | $3,607+91.5% |
| Admin fee / account holder | $3,192 | $5,055-36.9% | $7,497-57.4% | $5,124-37.7% |