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 | $45,485 | $95,416-52.3% | $185,823-75.5% | $85,850-47.0% |
| Participation rate | 82.1% | 68.8%+13.4pp | 81.7%+0.4pp | 69.3%+12.8pp |
| Annual return | 12.42% | 23.59%-11.2pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $6,200 | $3,314+87.1% | $5,167+20.0% | $2,565+141.7% |
| Participant deferral / active EE | $3,922 | $3,423+14.6% | $5,568-29.6% | $3,952-0.7% |
| Admin fee / account holder | $348 | $7,213-95.2% | $16,237-97.9% | $6,260-94.4% |