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 | $33,847 | $77,503-56.3% | $100,391-66.3% | $80,856-58.1% |
| Participation rate | 97.2% | 76.9%+20.3pp | 81.5%+15.7pp | 67.6%+29.6pp |
| Annual return | 29.50% | 37.20%-7.7pp | 49.20%-19.7pp | 35.59%-6.1pp |
| Employer contribution / active EE | $3,707 | $2,801+32.4% | $3,942-6.0% | $2,755+34.6% |
| Participant deferral / active EE | $6,284 | $6,820-7.9% | $8,082-22.2% | $4,296+46.3% |
| Admin fee / account holder | $1,137 | $5,897-80.7% | $7,899-85.6% | $6,918-83.6% |