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 5-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 | $29,632 | $74,927-60.5% | $101,794-70.9% | $84,808-65.1% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.2%+25.7pp | 68.3%+26.6pp |
| Annual return | 35.73% | 18.70%+17.0pp | 30.53%+5.2pp | 40.90%-5.2pp |
| Employer contribution / active EE | $5,799 | $1,522+281.1% | $2,289+153.4% | $2,631+120.4% |
| Participant deferral / active EE | $10,032 | $3,099+223.7% | $4,084+145.6% | $4,212+138.2% |
| Admin fee / account holder | $895 | $6,514-86.3% | $8,777-89.8% | $7,344-87.8% |