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 8-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 | $28,559 | $83,902-66.0% | $167,512-83.0% | $84,808-66.3% |
| Participation rate | 94.8% | 66.5%+28.3pp | 77.1%+17.7pp | 68.3%+26.5pp |
| Annual return | 18.58% | 91.55%-73.0pp | 1615.79%-1597.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,367 | $2,264+4.6% | $3,882-39.0% | $2,631-10.0% |
| Participant deferral / active EE | $3,519 | $4,442-20.8% | $6,405-45.1% | $4,212-16.4% |
| Admin fee / account holder | $1,129 | $7,915-85.7% | $9,769-88.4% | $7,344-84.6% |