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 | $55,007 | $83,902-34.4% | $167,512-67.2% | $84,808-35.1% |
| Participation rate | 98.1% | 66.5%+31.7pp | 77.1%+21.1pp | 68.3%+29.8pp |
| Annual return | 17.50% | 91.55%-74.0pp | 1615.79%-1598.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,744 | $2,264+65.4% | $3,882-3.6% | $2,631+42.3% |
| Participant deferral / active EE | $7,366 | $4,442+65.8% | $6,405+15.0% | $4,212+74.9% |
| Admin fee / account holder | $5,234 | $7,915-33.9% | $9,769-46.4% | $7,344-28.7% |