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 | $35,358 | $88,042-59.8% | $138,135-74.4% | $79,858-55.7% |
| Participation rate | 88.5% | 71.4%+17.1pp | 78.7%+9.8pp | 69.6%+18.9pp |
| Annual return | 19.15% | 20.58%-1.4pp | 20.51%-1.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,137 | $3,103+1.1% | $5,587-43.8% | $2,471+27.0% |
| Participant deferral / active EE | $6,499 | $4,704+38.1% | $6,431+1.1% | $3,740+73.8% |
| Admin fee / account holder | $2,597 | $7,791-66.7% | $11,856-78.1% | $5,306-51.0% |