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 9-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 | $58,570 | $61,774-5.2% | $97,226-39.8% | $80,856-27.6% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.7%+10.1pp | 67.6%+15.2pp |
| Annual return | 22.03% | -557.90%+579.9pp | 75.13%-53.1pp | 35.59%-13.6pp |
| Employer contribution / active EE | $8,565 | $1,837+366.4% | $2,729+213.9% | $2,755+210.9% |
| Participant deferral / active EE | $8,057 | $3,029+166.0% | $4,264+89.0% | $4,296+87.5% |
| Admin fee / account holder | $1,875 | $5,166-63.7% | $5,654-66.8% | $6,918-72.9% |