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 | $45,279 | $82,664-45.2% | $125,339-63.9% | $68,494-33.9% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | 12.86% | -5.97%+18.8pp | 572.05%-559.2pp | -7.84%+20.7pp |
| Employer contribution / active EE | $5,219 | $3,381+54.4% | $4,814+8.4% | $2,596+101.0% |
| Participant deferral / active EE | $9,674 | $6,110+58.3% | $7,446+29.9% | $4,027+140.2% |
| Admin fee / account holder | $4,025 | $6,275-35.9% | $10,010-59.8% | $5,403-25.5% |