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 | $23,863 | $72,277-67.0% | $101,248-76.4% | $79,858-70.1% |
| Participation rate | 89.9% | 68.5%+21.4pp | 75.8%+14.0pp | 69.6%+20.2pp |
| Annual return | 31.59% | 22.30%+9.3pp | 46.47%-14.9pp | 31.71%-0.1pp |
| Employer contribution / active EE | $11,553 | $2,692+329.2% | $3,660+215.7% | $2,471+367.6% |
| Participant deferral / active EE | $2,412 | $3,282-26.5% | $4,370-44.8% | $3,740-35.5% |
| Admin fee / account holder | $3,141 | $4,400-28.6% | $5,945-47.2% | $5,306-40.8% |