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 | $31,233 | $58,208-46.3% | $81,812-61.8% | $80,856-61.4% |
| Participation rate | 84.4% | 63.4%+21.0pp | 72.3%+12.0pp | 67.6%+16.7pp |
| Annual return | 17.07% | 41.66%-24.6pp | 773.79%-756.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,865 | $2,340+22.5% | $2,912-1.6% | $2,755+4.0% |
| Participant deferral / active EE | $7,038 | $3,281+114.5% | $4,319+63.0% | $4,296+63.8% |
| Admin fee / account holder | $1,058 | $4,981-78.8% | $7,386-85.7% | $6,918-84.7% |