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 | $32,365 | $94,625-65.8% | $116,228-72.2% | $84,808-61.8% |
| Participation rate | 98.1% | 70.4%+27.7pp | 74.6%+23.6pp | 68.3%+29.8pp |
| Annual return | 18.71% | 20.40%-1.7pp | 90.06%-71.3pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,927 | $2,347+67.4% | $2,994+31.2% | $2,631+49.3% |
| Participant deferral / active EE | $2,826 | $3,972-28.9% | $4,953-43.0% | $4,212-32.9% |
| Admin fee / account holder | $1,252 | $10,091-87.6% | $11,989-89.6% | $7,344-83.0% |