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 | $26,533 | $58,208-54.4% | $81,812-67.6% | $80,856-67.2% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 14.87% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,948 | $2,340+26.0% | $2,912+1.2% | $2,755+7.0% |
| Participant deferral / active EE | $7,581 | $3,281+131.1% | $4,319+75.6% | $4,296+76.5% |
| Admin fee / account holder | $1,721 | $4,981-65.4% | $7,386-76.7% | $6,918-75.1% |