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 | $46,968 | $107,334-56.2% | $92,893-49.4% | $152,861-69.3% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.4%-1.2pp |
| Annual return | 18.16% | 145.58%-127.4pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,381 | $4,221-67.3% | $3,653-62.2% | $4,762-71.0% |
| Participant deferral / active EE | $1,881 | $4,845-61.2% | $4,236-55.6% | $5,850-67.8% |
| Admin fee / account holder | $1,718 | $7,079-75.7% | $5,794-70.4% | $11,596-85.2% |