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 | $37,716 | $81,460-53.7% | $103,333-63.5% | $80,856-53.4% |
| Participation rate | 96.9% | 66.8%+30.0pp | 74.5%+22.4pp | 67.6%+29.2pp |
| Annual return | 13.14% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $16,924 | $3,105+445.0% | $3,868+337.6% | $2,755+514.3% |
| Participant deferral / active EE | $3,482 | $3,869-10.0% | $5,057-31.2% | $4,296-18.9% |
| Admin fee / account holder | $2,648 | $6,566-59.7% | $8,355-68.3% | $6,918-61.7% |