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 | $54,038 | $102,317-47.2% | $146,958-63.2% | $80,856-33.2% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 39.86% | 134.76%-94.9pp | 418.34%-378.5pp | 35.59%+4.3pp |
| Employer contribution / active EE | $2,992 | $3,713-19.4% | $4,933-39.4% | $2,755+8.6% |
| Participant deferral / active EE | $8,992 | $6,644+35.4% | $8,070+11.4% | $4,296+109.3% |
| Admin fee / account holder | $6,539 | $7,941-17.7% | $12,998-49.7% | $6,918-5.5% |