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 | $26,113 | $93,571-72.1% | $135,903-80.8% | $75,163-65.3% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 22.83% | 30.90%-8.1pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,659 | $3,537-24.8% | $4,856-45.3% | $2,670-0.4% |
| Participant deferral / active EE | $6,278 | $6,404-2.0% | $7,758-19.1% | $4,125+52.2% |
| Admin fee / account holder | $1,955 | $6,975-72.0% | $10,762-81.8% | $5,651-65.4% |