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 9-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 | $24,702 | $43,723-43.5% | $121,196-79.6% | $64,186-61.5% |
| Participation rate | 98.5% | 58.3%+40.2pp | 71.7%+26.7pp | 69.6%+28.9pp |
| Annual return | 8.62% | 68.91%-60.3pp | 16.93%-8.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $5,668 | $1,296+337.3% | $4,022+40.9% | $2,381+138.1% |
| Participant deferral / active EE | $6,083 | $2,280+166.8% | $3,344+81.9% | $3,470+75.3% |
| Admin fee / account holder | $1,000 | $3,501-71.4% | $5,019-80.1% | $4,888-79.5% |