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 4-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 | $35,596 | $123,909-71.3% | $69,647-48.9% | $145,922-75.6% |
| Participation rate | 79.2% | 69.2%+10.0pp | 66.5%+12.7pp | 80.3%-1.1pp |
| Annual return | 10.05% | 190.55%-180.5pp | 100.48%-90.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,273 | $2,682-15.2% | $1,712+32.8% | $4,660-51.2% |
| Participant deferral / active EE | $3,844 | $4,236-9.3% | $2,886+33.2% | $6,688-42.5% |
| Admin fee / account holder | $7,246 | $7,863-7.8% | $4,713+53.8% | $13,397-45.9% |