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 6-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 | $29,078 | $88,751-67.2% | $81,812-64.5% | $145,922-80.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.42% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,289 | $3,083-25.8% | $2,912-21.4% | $4,660-50.9% |
| Participant deferral / active EE | $4,263 | $4,643-8.2% | $4,319-1.3% | $6,688-36.3% |
| Admin fee / account holder | $2,607 | $8,415-69.0% | $7,386-64.7% | $13,397-80.5% |