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 | $34,893 | $30,400+14.8% | $53,898-35.3% | $84,808-58.9% |
| Participation rate | 98.5% | 46.4%+52.0pp | 55.0%+43.5pp | 68.3%+30.2pp |
| Annual return | 19.35% | 500.19%-480.8pp | 528.60%-509.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,627 | $603+335.9% | $932+181.9% | $2,631-0.1% |
| Participant deferral / active EE | $2,928 | $1,199+144.3% | $1,826+60.3% | $4,212-30.5% |
| Admin fee / account holder | $1,816 | $1,993-8.9% | $2,491-27.1% | $7,344-75.3% |