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 3-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 | $17,839 | $80,717-77.9% | $154,803-88.5% | $84,808-79.0% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 29.51% | 37.96%-8.4pp | 58.88%-29.4pp | 40.90%-11.4pp |
| Employer contribution / active EE | $4,374 | $2,761+58.4% | $4,305+1.6% | $2,631+66.3% |
| Participant deferral / active EE | $9,483 | $3,303+187.1% | $5,540+71.2% | $4,212+125.2% |
| Admin fee / account holder | $2,421 | $6,746-64.1% | $14,329-83.1% | $7,344-67.0% |