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 | $35,763 | $58,927-39.3% | $76,817-53.4% | $72,985-51.0% |
| Participation rate | 79.2% | 67.3%+11.8pp | 72.1%+7.1pp | 69.5%+9.7pp |
| Annual return | 16.33% | 2305.64%-2289.3pp | 1166.11%-1149.8pp | 81.00%-64.7pp |
| Employer contribution / active EE | $836 | $1,787-53.2% | $2,302-63.7% | $2,440-65.7% |
| Participant deferral / active EE | $1,312 | $2,690-51.3% | $3,336-60.7% | $3,607-63.6% |
| Admin fee / account holder | $8,127 | $4,013+102.5% | $6,420+26.6% | $5,124+58.6% |