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 | $35,717 | $102,966-65.3% | $90,281-60.4% | $152,861-76.6% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 19.54% | 95.16%-75.6pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,373 | $3,139-24.4% | $2,854-16.9% | $4,762-50.2% |
| Participant deferral / active EE | $1,870 | $4,281-56.3% | $3,885-51.9% | $5,850-68.0% |
| Admin fee / account holder | $506 | $6,171-91.8% | $5,351-90.5% | $11,596-95.6% |