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 10-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 | $30,276 | $76,552-60.4% | $123,892-75.6% | $62,891-51.9% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.2pp | 69.3%+27.3pp |
| Annual return | 37.19% | 18.68%+18.5pp | 47.52%-10.3pp | 20.14%+17.1pp |
| Employer contribution / active EE | $3,932 | $2,883+36.4% | $4,617-14.8% | $2,281+72.4% |
| Participant deferral / active EE | $9,668 | $4,840+99.8% | $5,984+61.6% | $3,203+201.8% |
| Admin fee / account holder | $798 | $4,826-83.5% | $8,357-90.5% | $4,296-81.4% |