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 | $58,141 | $69,477-16.3% | $94,646-38.6% | $71,457-18.6% |
| Participation rate | 80.4% | 78.4%+1.9pp | 80.8%-0.4pp | 67.9%+12.5pp |
| Annual return | 59.32% | 29.66%+29.7pp | 156.71%-97.4pp | 28.85%+30.5pp |
| Employer contribution / active EE | $4,696 | $2,853+64.6% | $3,672+27.9% | $2,588+81.5% |
| Participant deferral / active EE | $10,121 | $7,345+37.8% | $7,418+36.4% | $4,289+136.0% |
| Admin fee / account holder | $3,484 | $1,210+188.1% | $7,231-51.8% | $1,587+119.5% |