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 | $38,010 | $101,724-62.6% | $164,813-76.9% | $80,856-53.0% |
| Participation rate | 97.0% | 71.8%+25.1pp | 78.6%+18.4pp | 67.6%+29.3pp |
| Annual return | 12.86% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,004 | $2,953+35.6% | $4,341-7.8% | $2,755+45.4% |
| Participant deferral / active EE | $15,639 | $4,477+249.3% | $6,031+159.3% | $4,296+264.1% |
| Admin fee / account holder | $13,069 | $8,227+58.9% | $12,690+3.0% | $6,918+88.9% |