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 | $83,902-53.0% | $167,512-76.5% | $84,808-53.5% |
| Participation rate | 91.8% | 66.5%+25.4pp | 77.1%+14.8pp | 68.3%+23.5pp |
| Annual return | 21.05% | 91.55%-70.5pp | 1615.79%-1594.7pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,496 | $2,264+10.3% | $3,882-35.7% | $2,631-5.1% |
| Participant deferral / active EE | $6,166 | $4,442+38.8% | $6,405-3.7% | $4,212+46.4% |
| Admin fee / account holder | $5,097 | $7,915-35.6% | $9,769-47.8% | $7,344-30.6% |