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 3-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 | $23,491 | $80,717-70.9% | $154,803-84.8% | $84,808-72.3% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 48.07% | 37.96%+10.1pp | 58.88%-10.8pp | 40.90%+7.2pp |
| Employer contribution / active EE | $4,233 | $2,761+53.3% | $4,305-1.7% | $2,631+60.9% |
| Participant deferral / active EE | $7,404 | $3,303+124.2% | $5,540+33.6% | $4,212+75.8% |
| Admin fee / account holder | $1,275 | $6,746-81.1% | $14,329-91.1% | $7,344-82.6% |