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 | $36,931 | $80,717-54.2% | $154,803-76.1% | $84,808-56.5% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.6pp | 68.3%+29.3pp |
| Annual return | 53.53% | 37.96%+15.6pp | 58.88%-5.4pp | 40.90%+12.6pp |
| Employer contribution / active EE | $3,784 | $2,761+37.0% | $4,305-12.1% | $2,631+43.8% |
| Participant deferral / active EE | $8,301 | $3,303+151.3% | $5,540+49.8% | $4,212+97.1% |
| Admin fee / account holder | $2,603 | $6,746-61.4% | $14,329-81.8% | $7,344-64.6% |