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 | $36,383 | $58,208-37.5% | $81,812-55.5% | $80,856-55.0% |
| Participation rate | 90.9% | 63.4%+27.5pp | 72.3%+18.6pp | 67.6%+23.3pp |
| Annual return | 13.70% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,274 | $2,340+39.9% | $2,912+12.4% | $2,755+18.8% |
| Participant deferral / active EE | $5,093 | $3,281+55.2% | $4,319+17.9% | $4,296+18.6% |
| Admin fee / account holder | $2,207 | $4,981-55.7% | $7,386-70.1% | $6,918-68.1% |