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 | $50,863 | $98,750-48.5% | $149,696-66.0% | $79,858-36.3% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.5%+7.4pp | 69.6%+20.2pp |
| Annual return | 143.28% | 27.43%+115.9pp | 276.60%-133.3pp | 31.71%+111.6pp |
| Employer contribution / active EE | $1,983 | $3,216-38.3% | $4,644-57.3% | $2,471-19.7% |
| Participant deferral / active EE | $3,557 | $5,680-37.4% | $6,842-48.0% | $3,740-4.9% |
| Admin fee / account holder | $5,227 | $6,053-13.6% | $9,309-43.9% | $5,306-1.5% |