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 | $35,122 | $70,756-50.4% | $65,493-46.4% | $142,382-75.3% |
| Participation rate | 94.4% | 77.4%+17.1pp | 73.1%+21.4pp | 80.1%+14.3pp |
| Annual return | 16.29% | 1754.89%-1738.6pp | 982.45%-966.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,025 | $2,881+5.0% | $2,574+17.5% | $4,299-29.6% |
| Participant deferral / active EE | $6,413 | $4,637+38.3% | $3,961+61.9% | $6,507-1.4% |
| Admin fee / account holder | $1,581 | $6,559-75.9% | $5,028-68.6% | $12,624-87.5% |