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 9-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 | $27,575 | $65,365-57.8% | $92,893-70.3% | $72,985-62.2% |
| Participation rate | 95.2% | 68.3%+26.9pp | 76.0%+19.2pp | 69.5%+25.8pp |
| Annual return | 70.55% | 42.10%+28.4pp | 109.41%-38.9pp | 81.00%-10.5pp |
| Employer contribution / active EE | $4,203 | $2,594+62.0% | $3,653+15.1% | $2,440+72.2% |
| Participant deferral / active EE | $4,193 | $3,128+34.0% | $4,236-1.0% | $3,607+16.2% |
| Admin fee / account holder | $897 | $4,251-78.9% | $5,794-84.5% | $5,124-82.5% |