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 | $35,025 | $80,724-56.6% | $103,333-66.1% | $74,495-53.0% |
| Participation rate | 86.3% | 65.7%+20.6pp | 74.5%+11.8pp | 67.2%+19.1pp |
| Annual return | 34.27% | 27.56%+6.7pp | 24.88%+9.4pp | 1364.94%-1330.7pp |
| Employer contribution / active EE | $2,991 | $3,157-5.3% | $3,868-22.7% | $2,623+14.0% |
| Participant deferral / active EE | $6,077 | $3,860+57.4% | $5,057+20.2% | $4,346+39.8% |
| Admin fee / account holder | $4,805 | $2,368+102.9% | $8,355-42.5% | $1,942+147.5% |