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 | $19,543 | $48,795-59.9% | $65,493-70.2% | $84,808-77.0% |
| Participation rate | 97.5% | 67.0%+30.5pp | 73.1%+24.4pp | 68.3%+29.2pp |
| Annual return | 19.88% | 20.20%-0.3pp | 982.45%-962.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,635 | $1,930+36.5% | $2,574+2.4% | $2,631+0.1% |
| Participant deferral / active EE | $2,910 | $2,928-0.6% | $3,961-26.5% | $4,212-30.9% |
| Admin fee / account holder | $1,083 | $3,877-72.1% | $5,028-78.5% | $7,344-85.3% |