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 | $26,634 | $64,324-58.6% | $118,925-77.6% | $79,858-66.6% |
| Participation rate | 97.6% | 64.9%+32.8pp | 75.4%+22.2pp | 69.6%+28.0pp |
| Annual return | 15.68% | 86.45%-70.8pp | 35.88%-20.2pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,097 | $1,836+14.2% | $3,263-35.7% | $2,471-15.1% |
| Participant deferral / active EE | $3,758 | $2,824+33.1% | $4,265-11.9% | $3,740+0.5% |
| Admin fee / account holder | $7,263 | $4,040+79.8% | $6,581+10.4% | $5,306+36.9% |