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 | $35,937 | $57,281-37.3% | $86,612-58.5% | $75,163-52.2% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 20.44% | 2670.75%-2650.3pp | 591.07%-570.6pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,701 | $2,314+146.3% | $3,022+88.6% | $2,670+113.5% |
| Participant deferral / active EE | $3,308 | $3,318-0.3% | $4,438-25.4% | $4,125-19.8% |
| Admin fee / account holder | $3,128 | $4,112-23.9% | $5,614-44.3% | $5,651-44.7% |