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 | $24,981 | $91,190-72.6% | $178,490-86.0% | $79,858-68.7% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 21.55% | 24.19%-2.6pp | 151.07%-129.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $3,873 | $3,256+18.9% | $5,011-22.7% | $2,471+56.7% |
| Participant deferral / active EE | $5,881 | $3,236+81.7% | $5,202+13.1% | $3,740+57.2% |
| Admin fee / account holder | $1,111 | $6,751-83.5% | $13,984-92.1% | $5,306-79.1% |