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 | $33,759 | $109,327-69.1% | $89,391-62.2% | $158,922-78.8% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 54.08% | 345.68%-291.6pp | 245.62%-191.5pp | 302.83%-248.8pp |
| Employer contribution / active EE | $15,927 | $3,170+402.5% | $2,586+516.0% | $4,761+234.5% |
| Participant deferral / active EE | $7,660 | $4,598+66.6% | $3,890+96.9% | $5,982+28.1% |
| Admin fee / account holder | $1,483 | $6,153-75.9% | $4,881-69.6% | $11,246-86.8% |