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 10-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 | $59,368 | $78,422-24.3% | $95,952-38.1% | $79,858-25.7% |
| Participation rate | 98.4% | 73.5%+25.0pp | 77.1%+21.4pp | 69.6%+28.8pp |
| Annual return | 26.25% | 19.37%+6.9pp | 91.61%-65.4pp | 31.71%-5.5pp |
| Employer contribution / active EE | $3,349 | $1,945+72.2% | $2,541+31.8% | $2,471+35.6% |
| Participant deferral / active EE | $6,501 | $3,440+89.0% | $4,167+56.0% | $3,740+73.8% |
| Admin fee / account holder | $1,571 | $5,622-72.1% | $6,795-76.9% | $5,306-70.4% |