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 | $31,121 | $59,417-47.6% | $93,606-66.8% | $74,495-58.2% |
| Participation rate | 72.2% | 59.7%+12.6pp | 68.7%+3.5pp | 67.2%+5.0pp |
| Annual return | 12.38% | 81.83%-69.5pp | 133.20%-120.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,779 | $1,264+40.8% | $2,420-26.5% | $2,623-32.2% |
| Participant deferral / active EE | $2,935 | $3,050-3.8% | $4,411-33.5% | $4,346-32.5% |
| Admin fee / account holder | $1,306 | $3,021-56.8% | $8,285-84.2% | $1,942-32.7% |