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 | $21,273 | $88,751-76.0% | $81,812-74.0% | $145,922-85.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 13.38% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,635 | $3,083-14.5% | $2,912-9.5% | $4,660-43.5% |
| Participant deferral / active EE | $4,752 | $4,643+2.3% | $4,319+10.0% | $6,688-28.9% |
| Admin fee / account holder | $14,072 | $8,415+67.2% | $7,386+90.5% | $13,397+5.0% |