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 | $37,786 | $81,248-53.5% | $155,509-75.7% | $80,856-53.3% |
| Participation rate | 84.5% | 66.2%+18.3pp | 78.2%+6.3pp | 67.6%+16.9pp |
| Annual return | 48.13% | 33.31%+14.8pp | 64.67%-16.5pp | 35.59%+12.5pp |
| Employer contribution / active EE | $1,047 | $3,100-66.2% | $4,672-77.6% | $2,755-62.0% |
| Participant deferral / active EE | $3,176 | $3,452-8.0% | $5,626-43.6% | $4,296-26.1% |
| Admin fee / account holder | $4,136 | $7,997-48.3% | $15,912-74.0% | $6,918-40.2% |