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 | $29,363 | $114,381-74.3% | $107,525-72.7% | $142,382-79.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 42.14% | 242.71%-200.6pp | 181.32%-139.2pp | 217.08%-174.9pp |
| Employer contribution / active EE | $2,423 | $4,015-39.7% | $3,754-35.5% | $4,299-43.6% |
| Participant deferral / active EE | $3,799 | $5,564-31.7% | $5,116-25.7% | $6,507-41.6% |
| Admin fee / account holder | $19,390 | $9,860+96.7% | $8,919+117.4% | $12,624+53.6% |