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 | $26,176 | $64,324-59.3% | $118,925-78.0% | $79,858-67.2% |
| Participation rate | 78.1% | 64.9%+13.3pp | 75.4%+2.7pp | 69.6%+8.5pp |
| Annual return | 25.54% | 86.45%-60.9pp | 35.88%-10.3pp | 31.71%-6.2pp |
| Employer contribution / active EE | $4,263 | $1,836+132.1% | $3,263+30.6% | $2,471+72.5% |
| Participant deferral / active EE | $5,227 | $2,824+85.1% | $4,265+22.6% | $3,740+39.8% |
| Admin fee / account holder | $1,336 | $4,040-66.9% | $6,581-79.7% | $5,306-74.8% |