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 9-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 | $36,835 | $98,750-62.7% | $149,696-75.4% | $79,858-53.9% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 25.52% | 27.43%-1.9pp | 276.60%-251.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $3,010 | $3,216-6.4% | $4,644-35.2% | $2,471+21.8% |
| Participant deferral / active EE | $8,891 | $5,680+56.5% | $6,842+30.0% | $3,740+137.7% |
| Admin fee / account holder | $5,110 | $6,053-15.6% | $9,309-45.1% | $5,306-3.7% |