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 | $42,502 | $65,365-35.0% | $92,893-54.2% | $72,985-41.8% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 70.20% | 42.10%+28.1pp | 109.41%-39.2pp | 81.00%-10.8pp |
| Employer contribution / active EE | $6,758 | $2,594+160.5% | $3,653+85.0% | $2,440+177.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,821 | $4,251-33.6% | $5,794-51.3% | $5,124-44.9% |