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 | $32,968 | $80,717-59.2% | $154,803-78.7% | $84,808-61.1% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 35.93% | 37.96%-2.0pp | 58.88%-23.0pp | 40.90%-5.0pp |
| Employer contribution / active EE | $3,557 | $2,761+28.8% | $4,305-17.4% | $2,631+35.2% |
| Participant deferral / active EE | $6,904 | $3,303+109.0% | $5,540+24.6% | $4,212+63.9% |
| Admin fee / account holder | $2,860 | $6,746-57.6% | $14,329-80.0% | $7,344-61.1% |