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 5-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 | $79,533 | $98,750-19.5% | $149,696-46.9% | $79,858-0.4% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 15.40% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,688 | $3,216-16.4% | $4,644-42.1% | $2,471+8.8% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $349 | $6,053-94.2% | $9,309-96.3% | $5,306-93.4% |