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 | $44,502 | $102,317-56.5% | $146,958-69.7% | $80,856-45.0% |
| Participation rate | 93.7% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 58.05% | 134.76%-76.7pp | 418.34%-360.3pp | 35.59%+22.5pp |
| Employer contribution / active EE | $4,252 | $3,713+14.5% | $4,933-13.8% | $2,755+54.3% |
| Participant deferral / active EE | $9,548 | $6,644+43.7% | $8,070+18.3% | $4,296+122.3% |
| Admin fee / account holder | $1,575 | $7,941-80.2% | $12,998-87.9% | $6,918-77.2% |