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 | $38,285 | $81,208-52.9% | $98,907-61.3% | $79,858-52.1% |
| Participation rate | 93.3% | 72.5%+20.8pp | 76.0%+17.3pp | 69.6%+23.7pp |
| Annual return | 35.82% | 60.99%-25.2pp | 196.43%-160.6pp | 31.71%+4.1pp |
| Employer contribution / active EE | $7,158 | $1,960+265.2% | $2,689+166.2% | $2,471+189.7% |
| Participant deferral / active EE | $15,087 | $3,265+362.1% | $4,244+255.5% | $3,740+303.4% |
| Admin fee / account holder | $3,274 | $6,013-45.6% | $6,642-50.7% | $5,306-38.3% |