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 | $18,909 | $112,881-83.2% | $90,951-79.2% | $158,922-88.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 49.60% | 215.79%-166.2pp | 134.60%-85.0pp | 302.83%-253.2pp |
| Employer contribution / active EE | $2,316 | $2,893-20.0% | $2,122+9.1% | $4,761-51.4% |
| Participant deferral / active EE | $4,262 | $4,128+3.2% | $3,373+26.3% | $5,982-28.8% |
| Admin fee / account holder | $914 | $8,041-88.6% | $5,959-84.7% | $11,246-91.9% |