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 9-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 | $38,523 | $63,861-39.7% | $104,607-63.2% | $79,858-51.8% |
| Participation rate | 95.7% | 64.9%+30.7pp | 74.1%+21.6pp | 69.6%+26.0pp |
| Annual return | 15.65% | 21.30%-5.6pp | 340.46%-324.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,373 | $1,588+49.4% | $2,681-11.5% | $2,471-3.9% |
| Participant deferral / active EE | $3,471 | $2,693+28.9% | $3,740-7.2% | $3,740-7.2% |
| Admin fee / account holder | $2,232 | $4,185-46.7% | $6,473-65.5% | $5,306-57.9% |