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 | $47,397 | $70,669-32.9% | $169,368-72.0% | $75,163-36.9% |
| Participation rate | 96.4% | 64.8%+31.6pp | 77.1%+19.3pp | 67.2%+29.2pp |
| Annual return | 21.71% | 36.36%-14.7pp | 405.60%-383.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,837 | $2,211+73.6% | $4,013-4.4% | $2,670+43.7% |
| Participant deferral / active EE | $8,434 | $4,311+95.7% | $6,221+35.6% | $4,125+104.5% |
| Admin fee / account holder | $1,074 | $5,402-80.1% | $9,003-88.1% | $5,651-81.0% |