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 | $20,784 | $70,475-70.5% | $100,516-79.3% | $79,858-74.0% |
| Participation rate | 90.3% | 73.7%+16.7pp | 79.4%+10.9pp | 69.6%+20.7pp |
| Annual return | 84.75% | 21.90%+62.9pp | 30.89%+53.9pp | 31.71%+53.0pp |
| Employer contribution / active EE | $3,346 | $2,165+54.6% | $3,418-2.1% | $2,471+35.4% |
| Participant deferral / active EE | $6,967 | $5,181+34.5% | $6,270+11.1% | $3,740+86.3% |
| Admin fee / account holder | $732 | $4,478-83.6% | $8,081-90.9% | $5,306-86.2% |