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 | $39,448 | $80,812-51.2% | $160,784-75.5% | $82,448-52.2% |
| Participation rate | 91.8% | 66.2%+25.6pp | 77.0%+14.9pp | 68.1%+23.8pp |
| Annual return | 21.05% | 100.59%-79.5pp | 1803.92%-1782.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,496 | $2,174+14.8% | $3,733-33.1% | $2,551-2.1% |
| Participant deferral / active EE | $6,166 | $4,335+42.2% | $6,293-2.0% | $4,139+49.0% |
| Admin fee / account holder | $5,097 | $7,695-33.8% | $9,717-47.5% | $7,234-29.5% |