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 7-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 | $50,858 | $89,355-43.1% | $141,162-64.0% | $72,985-30.3% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 918.35% | 111.85%+806.5pp | 71.39%+847.0pp | 81.00%+837.3pp |
| Employer contribution / active EE | $4,310 | $3,114+38.4% | $4,735-9.0% | $2,440+76.6% |
| Participant deferral / active EE | $4,790 | $5,418-11.6% | $6,709-28.6% | $3,607+32.8% |
| Admin fee / account holder | $1,067 | $5,958-82.1% | $10,261-89.6% | $5,124-79.2% |