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 | $74,822 | $81,208-7.9% | $98,907-24.4% | $79,858-6.3% |
| Participation rate | 92.5% | 72.5%+20.0pp | 76.0%+16.5pp | 69.6%+22.9pp |
| Annual return | 19.32% | 60.99%-41.7pp | 196.43%-177.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,903 | $1,960+48.1% | $2,689+7.9% | $2,471+17.5% |
| Participant deferral / active EE | $3,929 | $3,265+20.3% | $4,244-7.4% | $3,740+5.0% |
| Admin fee / account holder | $1,497 | $6,013-75.1% | $6,642-77.5% | $5,306-71.8% |