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 | $31,337 | $89,355-64.9% | $141,162-77.8% | $72,985-57.1% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 82.70% | 111.85%-29.2pp | 71.39%+11.3pp | 81.00%+1.7pp |
| Employer contribution / active EE | $7,059 | $3,114+126.6% | $4,735+49.1% | $2,440+189.3% |
| Participant deferral / active EE | $8,504 | $5,418+57.0% | $6,709+26.7% | $3,607+135.7% |
| Admin fee / account holder | $1,671 | $5,958-71.9% | $10,261-83.7% | $5,124-67.4% |