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 | $30,999 | $73,933-58.1% | $96,683-67.9% | $75,163-58.8% |
| Participation rate | 74.1% | 66.4%+7.7pp | 74.3%-0.3pp | 67.2%+6.9pp |
| Annual return | 104.35% | 26.70%+77.6pp | 35.69%+68.7pp | 160.62%-56.3pp |
| Employer contribution / active EE | $4,443 | $2,928+51.8% | $3,737+18.9% | $2,670+66.4% |
| Participant deferral / active EE | $3,101 | $3,659-15.2% | $4,878-36.4% | $4,125-24.8% |
| Admin fee / account holder | $1,087 | $5,216-79.2% | $6,730-83.8% | $5,651-80.8% |