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 6-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 | $31,222 | $101,724-69.3% | $164,813-81.1% | $80,856-61.4% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.6%+31.1pp |
| Annual return | 31.14% | 16.72%+14.4pp | 69.93%-38.8pp | 35.59%-4.5pp |
| Employer contribution / active EE | $4,235 | $2,953+43.4% | $4,341-2.4% | $2,755+53.7% |
| Participant deferral / active EE | $8,757 | $4,477+95.6% | $6,031+45.2% | $4,296+103.8% |
| Admin fee / account holder | $4,137 | $8,227-49.7% | $12,690-67.4% | $6,918-40.2% |