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 | $39,831 | $74,888-46.8% | $71,209-44.1% | $142,382-72.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.47% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $14,734 | $2,854+416.2% | $2,721+441.5% | $4,299+242.7% |
| Participant deferral / active EE | $13,986 | $4,454+214.0% | $4,175+235.0% | $6,507+114.9% |
| Admin fee / account holder | $69,981 | $5,568+1156.8% | $5,349+1208.3% | $12,624+454.4% |