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 | $37,991 | $102,317-62.9% | $146,958-74.1% | $80,856-53.0% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 18.49% | 134.76%-116.3pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $4,285 | $3,713+15.4% | $4,933-13.1% | $2,755+55.5% |
| Participant deferral / active EE | $8,733 | $6,644+31.5% | $8,070+8.2% | $4,296+103.3% |
| Admin fee / account holder | $5,811 | $7,941-26.8% | $12,998-55.3% | $6,918-16.0% |