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 6-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 | $24,330 | $82,664-70.6% | $125,339-80.6% | $68,494-64.5% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | 26.61% | -5.97%+32.6pp | 572.05%-545.4pp | -7.84%+34.5pp |
| Employer contribution / active EE | $3,281 | $3,381-3.0% | $4,814-31.8% | $2,596+26.4% |
| Participant deferral / active EE | $6,310 | $6,110+3.3% | $7,446-15.3% | $4,027+56.7% |
| Admin fee / account holder | $1,748 | $6,275-72.1% | $10,010-82.5% | $5,403-67.6% |