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 | $25,914 | $89,753-71.1% | $107,525-75.9% | $84,808-69.4% |
| Participation rate | 79.3% | 68.1%+11.2pp | 75.1%+4.2pp | 68.3%+11.0pp |
| Annual return | 50.91% | 29.48%+21.4pp | 181.32%-130.4pp | 40.90%+10.0pp |
| Employer contribution / active EE | $2,374 | $3,113-23.8% | $3,754-36.8% | $2,631-9.8% |
| Participant deferral / active EE | $2,834 | $4,056-30.1% | $5,116-44.6% | $4,212-32.7% |
| Admin fee / account holder | $8,309 | $7,222+15.1% | $8,919-6.8% | $7,344+13.1% |