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 | $27,689 | $98,750-72.0% | $149,696-81.5% | $79,858-65.3% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 75.70% | 27.43%+48.3pp | 276.60%-200.9pp | 31.71%+44.0pp |
| Employer contribution / active EE | $2,270 | $3,216-29.4% | $4,644-51.1% | $2,471-8.1% |
| Participant deferral / active EE | $12,980 | $5,680+128.5% | $6,842+89.7% | $3,740+247.1% |
| Admin fee / account holder | $4,292 | $6,053-29.1% | $9,309-53.9% | $5,306-19.1% |