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 | $34,271 | $52,279-34.4% | $89,391-61.7% | $79,858-57.1% |
| Participation rate | 97.8% | 57.5%+40.3pp | 68.0%+29.8pp | 69.6%+28.2pp |
| Annual return | 22.02% | 22.16%-0.1pp | 245.62%-223.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $2,229 | $1,572+41.8% | $2,586-13.8% | $2,471-9.8% |
| Participant deferral / active EE | $7,053 | $2,740+157.4% | $3,890+81.3% | $3,740+88.6% |
| Admin fee / account holder | $1,490 | $3,356-55.6% | $4,881-69.5% | $5,306-71.9% |