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 | $37,999 | $80,673-52.9% | $101,326-62.5% | $84,808-55.2% |
| Participation rate | 92.6% | 77.8%+14.8pp | 81.5%+11.1pp | 68.3%+24.3pp |
| Annual return | 28.19% | 38.95%-10.8pp | 36.82%-8.6pp | 40.90%-12.7pp |
| Employer contribution / active EE | $4,246 | $2,698+57.4% | $3,665+15.9% | $2,631+61.4% |
| Participant deferral / active EE | $8,832 | $6,840+29.1% | $7,994+10.5% | $4,212+109.7% |
| Admin fee / account holder | $2,303 | $12,784-82.0% | $11,185-79.4% | $7,344-68.6% |