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 | $37,691 | $56,114-32.8% | $96,139-60.8% | $85,850-56.1% |
| Participation rate | 95.3% | 56.7%+38.6pp | 68.4%+26.9pp | 69.3%+26.0pp |
| Annual return | 13.61% | 42.30%-28.7pp | 191.94%-178.3pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,949 | $1,620+82.1% | $2,797+5.4% | $2,565+15.0% |
| Participant deferral / active EE | $8,673 | $2,859+203.3% | $4,349+99.4% | $3,952+119.5% |
| Admin fee / account holder | $1,828 | $3,768-51.5% | $5,537-67.0% | $6,260-70.8% |