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 | $24,612 | $70,475-65.1% | $100,516-75.5% | $79,858-69.2% |
| Participation rate | 97.7% | 73.7%+24.0pp | 79.4%+18.3pp | 69.6%+28.0pp |
| Annual return | 39.32% | 21.90%+17.4pp | 30.89%+8.4pp | 31.71%+7.6pp |
| Employer contribution / active EE | $3,536 | $2,165+63.3% | $3,418+3.5% | $2,471+43.1% |
| Participant deferral / active EE | $8,049 | $5,181+55.4% | $6,270+28.4% | $3,740+115.2% |
| Admin fee / account holder | $2,628 | $4,478-41.3% | $8,081-67.5% | $5,306-50.5% |