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 9-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 | $56,887 | $78,422-27.5% | $95,952-40.7% | $79,858-28.8% |
| Participation rate | 73.0% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 369.72% | 19.37%+350.3pp | 91.61%+278.1pp | 31.71%+338.0pp |
| Employer contribution / active EE | $1,618 | $1,945-16.8% | $2,541-36.3% | $2,471-34.5% |
| Participant deferral / active EE | $3,329 | $3,440-3.2% | $4,167-20.1% | $3,740-11.0% |
| Admin fee / account holder | $1,334 | $5,622-76.3% | $6,795-80.4% | $5,306-74.9% |