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 | $35,039 | $95,416-63.3% | $185,823-81.1% | $85,850-59.2% |
| Participation rate | 86.0% | 68.8%+17.3pp | 81.7%+4.3pp | 69.3%+16.7pp |
| Annual return | 39.52% | 23.59%+15.9pp | 122.05%-82.5pp | 318.53%-279.0pp |
| Employer contribution / active EE | $1,760 | $3,314-46.9% | $5,167-65.9% | $2,565-31.4% |
| Participant deferral / active EE | $1,943 | $3,423-43.2% | $5,568-65.1% | $3,952-50.8% |
| Admin fee / account holder | $548 | $7,213-92.4% | $16,237-96.6% | $6,260-91.2% |