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 | $48,607 | $91,552-46.9% | $133,956-63.7% | $79,858-39.1% |
| Participation rate | 96.7% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 114.42% | 61.85%+52.6pp | 45.09%+69.3pp | 31.71%+82.7pp |
| Employer contribution / active EE | $3,272 | $2,384+37.3% | $3,919-16.5% | $2,471+32.4% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,063 | $6,321-83.2% | $8,927-88.1% | $5,306-80.0% |