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 | $49,353 | $58,208-15.2% | $81,812-39.7% | $80,856-39.0% |
| Participation rate | 76.0% | 63.4%+12.6pp | 72.3%+3.7pp | 67.6%+8.4pp |
| Annual return | 68.68% | 41.66%+27.0pp | 773.79%-705.1pp | 35.59%+33.1pp |
| Employer contribution / active EE | $2,812 | $2,340+20.2% | $2,912-3.4% | $2,755+2.1% |
| Participant deferral / active EE | $2,623 | $3,281-20.1% | $4,319-39.3% | $4,296-39.0% |
| Admin fee / account holder | $1,961 | $4,981-60.6% | $7,386-73.5% | $6,918-71.7% |