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 | $25,316 | $110,809-77.2% | $86,874-70.9% | $167,490-84.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 71.6%-1.6pp | 82.1%-12.1pp |
| Annual return | 80.46% | 116.98%-36.5pp | 63.52%+16.9pp | 478.56%-398.1pp |
| Employer contribution / active EE | $1,957 | $3,244-39.7% | $2,495-21.6% | $4,837-59.5% |
| Participant deferral / active EE | $5,093 | $4,546+12.0% | $3,699+37.7% | $6,341-19.7% |
| Admin fee / account holder | $4,847 | $8,415-42.4% | $5,828-16.8% | $12,309-60.6% |