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 | $20,002 | $63,346-68.4% | $92,233-78.3% | $70,131-71.5% |
| Participation rate | 78.4% | 68.7%+9.7pp | 76.5%+1.9pp | 69.5%+8.8pp |
| Annual return | 16.92% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,559 | $2,471+44.0% | $3,679-3.3% | $2,342+51.9% |
| Participant deferral / active EE | $1,403 | $2,854-50.8% | $3,897-64.0% | $3,332-57.9% |
| Admin fee / account holder | $566 | $3,840-85.3% | $5,194-89.1% | $4,645-87.8% |