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 | $37,949 | $78,422-51.6% | $95,952-60.5% | $79,858-52.5% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 44.12% | 19.37%+24.7pp | 91.61%-47.5pp | 31.71%+12.4pp |
| Employer contribution / active EE | $986 | $1,945-49.3% | $2,541-61.2% | $2,471-60.1% |
| Participant deferral / active EE | $2,801 | $3,440-18.6% | $4,167-32.8% | $3,740-25.1% |
| Admin fee / account holder | $5,282 | $5,622-6.0% | $6,795-22.3% | $5,306-0.5% |