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 4-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 | $27,869 | $80,717-65.5% | $154,803-82.0% | $84,808-67.1% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 27.23% | 37.96%-10.7pp | 58.88%-31.7pp | 40.90%-13.7pp |
| Employer contribution / active EE | $4,429 | $2,761+60.4% | $4,305+2.9% | $2,631+68.3% |
| Participant deferral / active EE | $8,377 | $3,303+153.6% | $5,540+51.2% | $4,212+98.9% |
| Admin fee / account holder | $1,432 | $6,746-78.8% | $14,329-90.0% | $7,344-80.5% |