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 | $48,518 | $110,809-56.2% | $86,874-44.2% | $167,490-71.0% |
| Participation rate | 72.2% | 75.8%-3.6pp | 71.6%+0.6pp | 82.1%-9.9pp |
| Annual return | 16.57% | 116.98%-100.4pp | 63.52%-46.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,296 | $3,244-60.0% | $2,495-48.1% | $4,837-73.2% |
| Participant deferral / active EE | $2,805 | $4,546-38.3% | $3,699-24.2% | $6,341-55.8% |
| Admin fee / account holder | $1,741 | $8,415-79.3% | $5,828-70.1% | $12,309-85.9% |