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 | $27,835 | $79,449-65.0% | $189,557-85.3% | $85,850-67.6% |
| Participation rate | 96.3% | 66.0%+30.3pp | 78.4%+17.9pp | 69.3%+27.0pp |
| Annual return | 55.36% | 18.45%+36.9pp | 64.17%-8.8pp | 318.53%-263.2pp |
| Employer contribution / active EE | $2,964 | $2,081+42.4% | $4,412-32.8% | $2,565+15.6% |
| Participant deferral / active EE | $6,371 | $4,051+57.3% | $6,174+3.2% | $3,952+61.2% |
| Admin fee / account holder | $556 | $5,377-89.7% | $9,807-94.3% | $6,260-91.1% |