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 | $30,390 | $114,047-73.4% | $96,139-68.4% | $167,490-81.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 19.72% | 189.88%-170.2pp | 191.94%-172.2pp | 478.56%-458.8pp |
| Employer contribution / active EE | $3,396 | $3,427-0.9% | $2,797+21.4% | $4,837-29.8% |
| Participant deferral / active EE | $5,327 | $5,194+2.6% | $4,349+22.5% | $6,341-16.0% |
| Admin fee / account holder | $3,647 | $6,897-47.1% | $5,537-34.1% | $12,309-70.4% |