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 8-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 | $37,543 | $81,446-53.9% | $103,374-63.7% | $80,874-53.6% |
| Participation rate | 97.0% | 66.9%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 15.78% | 25.57%-9.8pp | 24.89%-9.1pp | 35.62%-19.8pp |
| Employer contribution / active EE | $4,335 | $3,107+39.5% | $3,869+12.0% | $2,756+57.3% |
| Participant deferral / active EE | $6,360 | $3,870+64.3% | $5,058+25.7% | $4,297+48.0% |
| Admin fee / account holder | $460 | $6,715-93.2% | $8,394-94.5% | $6,935-93.4% |