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 4-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 | $38,804 | $94,625-59.0% | $116,228-66.6% | $84,808-54.2% |
| Participation rate | 93.0% | 70.4%+22.6pp | 74.6%+18.5pp | 68.3%+24.7pp |
| Annual return | 24.97% | 20.40%+4.6pp | 90.06%-65.1pp | 40.90%-15.9pp |
| Employer contribution / active EE | $6,145 | $2,347+161.9% | $2,994+105.2% | $2,631+133.6% |
| Participant deferral / active EE | $12,421 | $3,972+212.7% | $4,953+150.8% | $4,212+194.9% |
| Admin fee / account holder | $1,196 | $10,091-88.2% | $11,989-90.0% | $7,344-83.7% |