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 | $38,081 | $112,096-66.0% | $95,952-60.3% | $158,922-76.0% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 15.39% | 171.09%-155.7pp | 91.61%-76.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,589 | $3,198+12.2% | $2,541+41.3% | $4,761-24.6% |
| Participant deferral / active EE | $6,737 | $4,784+40.8% | $4,167+61.7% | $5,982+12.6% |
| Admin fee / account holder | $1,953 | $10,130-80.7% | $6,795-71.3% | $11,246-82.6% |