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 9-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 | $70,812 | $81,208-12.8% | $98,907-28.4% | $79,858-11.3% |
| Participation rate | 95.9% | 72.5%+23.4pp | 76.0%+19.9pp | 69.6%+26.3pp |
| Annual return | 16.26% | 60.99%-44.7pp | 196.43%-180.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $10,228 | $1,960+421.9% | $2,689+280.4% | $2,471+314.0% |
| Participant deferral / active EE | $2,236 | $3,265-31.5% | $4,244-47.3% | $3,740-40.2% |
| Admin fee / account holder | $5,641 | $6,013-6.2% | $6,642-15.1% | $5,306+6.3% |