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 6-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 | $71,519 | $102,317-30.1% | $146,958-51.3% | $80,856-11.5% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 43.27% | 134.76%-91.5pp | 418.34%-375.1pp | 35.59%+7.7pp |
| Employer contribution / active EE | $2,980 | $3,713-19.7% | $4,933-39.6% | $2,755+8.2% |
| Participant deferral / active EE | $8,663 | $6,644+30.4% | $8,070+7.4% | $4,296+101.7% |
| Admin fee / account holder | $3,236 | $7,941-59.2% | $12,998-75.1% | $6,918-53.2% |