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 | $25,367 | $93,571-72.9% | $135,903-81.3% | $75,163-66.3% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 33.28% | 30.90%+2.4pp | 68.23%-35.0pp | 160.62%-127.3pp |
| Employer contribution / active EE | $4,200 | $3,537+18.7% | $4,856-13.5% | $2,670+57.3% |
| Participant deferral / active EE | $8,726 | $6,404+36.2% | $7,758+12.5% | $4,125+111.5% |
| Admin fee / account holder | $1,108 | $6,975-84.1% | $10,762-89.7% | $5,651-80.4% |