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 8-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 | $27,605 | $48,046-42.5% | $84,611-67.4% | $72,985-62.2% |
| Participation rate | 83.3% | 57.6%+25.8pp | 68.2%+15.1pp | 69.5%+13.8pp |
| Annual return | 69.56% | 37.38%+32.2pp | 258.74%-189.2pp | 81.00%-11.4pp |
| Employer contribution / active EE | $1,665 | $1,602+4.0% | $2,652-37.2% | $2,440-31.8% |
| Participant deferral / active EE | $6,729 | $2,680+151.0% | $3,899+72.6% | $3,607+86.5% |
| Admin fee / account holder | $4,635 | $3,395+36.5% | $4,912-5.6% | $5,124-9.5% |