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 | $17,945 | $57,281-68.7% | $86,612-79.3% | $75,163-76.1% |
| Participation rate | 89.2% | 63.2%+26.0pp | 71.7%+17.5pp | 67.2%+22.0pp |
| Annual return | 21.88% | 2670.75%-2648.9pp | 591.07%-569.2pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,901 | $2,314+25.3% | $3,022-4.0% | $2,670+8.6% |
| Participant deferral / active EE | $4,474 | $3,318+34.9% | $4,438+0.8% | $4,125+8.5% |
| Admin fee / account holder | $3,061 | $4,112-25.5% | $5,614-45.5% | $5,651-45.8% |