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 | $30,138 | $58,208-48.2% | $81,812-63.2% | $80,856-62.7% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.3%+21.0pp | 67.6%+25.7pp |
| Annual return | 30.91% | 41.66%-10.7pp | 773.79%-742.9pp | 35.59%-4.7pp |
| Employer contribution / active EE | $3,348 | $2,340+43.1% | $2,912+14.9% | $2,755+21.5% |
| Participant deferral / active EE | $5,679 | $3,281+73.1% | $4,319+31.5% | $4,296+32.2% |
| Admin fee / account holder | $5,121 | $4,981+2.8% | $7,386-30.7% | $6,918-26.0% |