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 | $101,763-62.6% | $164,866-76.9% | $80,874-53.0% |
| Participation rate | 97.0% | 71.8%+25.1pp | 78.6%+18.4pp | 67.6%+29.3pp |
| Annual return | 12.86% | 16.73%-3.9pp | 69.97%-57.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $4,004 | $2,954+35.5% | $4,343-7.8% | $2,756+45.3% |
| Participant deferral / active EE | $15,639 | $4,477+249.4% | $6,033+159.2% | $4,297+264.0% |
| Admin fee / account holder | $13,069 | $8,228+58.8% | $12,689+3.0% | $6,935+88.4% |