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 | $25,814 | $63,861-59.6% | $104,607-75.3% | $79,858-67.7% |
| Participation rate | 79.1% | 64.9%+14.1pp | 74.1%+5.0pp | 69.6%+9.4pp |
| Annual return | 19.05% | 21.30%-2.2pp | 340.46%-321.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,347 | $1,588+47.7% | $2,681-12.5% | $2,471-5.0% |
| Participant deferral / active EE | $4,699 | $2,693+74.5% | $3,740+25.7% | $3,740+25.6% |
| Admin fee / account holder | $11,450 | $4,185+173.6% | $6,473+76.9% | $5,306+115.8% |