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 6-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 | $31,589 | $58,694-46.2% | $142,863-77.9% | $85,850-63.2% |
| Participation rate | 92.0% | 58.5%+33.5pp | 71.9%+20.1pp | 69.3%+22.7pp |
| Annual return | 15.48% | 27.72%-12.2pp | 5637.54%-5622.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $4,521 | $1,423+217.8% | $4,144+9.1% | $2,565+76.2% |
| Participant deferral / active EE | $7,279 | $2,607+179.2% | $3,837+89.7% | $3,952+84.2% |
| Admin fee / account holder | $4,039 | $4,239-4.7% | $6,560-38.4% | $6,260-35.5% |