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 | $38,455 | $70,428-45.4% | $96,562-60.2% | $85,850-55.2% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 30.89% | 18.59%+12.3pp | 37.78%-6.9pp | 318.53%-287.6pp |
| Employer contribution / active EE | $4,462 | $1,413+215.8% | $2,356+89.4% | $2,565+74.0% |
| Participant deferral / active EE | $9,653 | $2,894+233.6% | $3,849+150.8% | $3,952+144.3% |
| Admin fee / account holder | $6,496 | $4,997+30.0% | $6,181+5.1% | $6,260+3.8% |