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 7-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 | $36,923 | $53,777-31.3% | $134,143-72.5% | $79,858-53.8% |
| Participation rate | 93.1% | 58.8%+34.3pp | 72.2%+20.9pp | 69.6%+23.5pp |
| Annual return | 36.27% | 19.01%+17.3pp | 36.33%-0.1pp | 31.71%+4.6pp |
| Employer contribution / active EE | $6,467 | $1,321+389.4% | $3,704+74.6% | $2,471+161.7% |
| Participant deferral / active EE | $11,562 | $2,420+377.7% | $3,499+230.5% | $3,740+209.1% |
| Admin fee / account holder | $545 | $3,984-86.3% | $6,684-91.8% | $5,306-89.7% |