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 | $44,630 | $55,415-19.5% | $155,509-71.3% | $74,495-40.1% |
| Participation rate | 72.7% | 61.9%+10.8pp | 78.2%-5.5pp | 67.2%+5.5pp |
| Annual return | 12.94% | 268.50%-255.6pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,213 | $2,267-2.4% | $4,672-52.6% | $2,623-15.6% |
| Participant deferral / active EE | $3,556 | $2,836+25.4% | $5,626-36.8% | $4,346-18.2% |
| Admin fee / account holder | $8,602 | $1,738+394.9% | $15,912-45.9% | $1,942+343.0% |