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 | $26,121 | $57,541-54.6% | $95,745-72.7% | $75,163-65.2% |
| Participation rate | 96.6% | 62.5%+34.0pp | 72.3%+24.3pp | 67.2%+29.4pp |
| Annual return | 21.27% | 34.93%-13.7pp | 28.35%-7.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $4,094 | $1,808+126.5% | $2,835+44.4% | $2,670+53.4% |
| Participant deferral / active EE | $7,047 | $3,074+129.2% | $4,245+66.0% | $4,125+70.8% |
| Admin fee / account holder | $3,111 | $4,099-24.1% | $5,678-45.2% | $5,651-45.0% |