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 | $33,433 | $81,625-59.0% | $58,482-42.8% | $139,434-76.0% |
| Participation rate | 76.9% | 61.3%+15.6pp | 50.9%+26.1pp | 80.3%-3.4pp |
| Annual return | 19.75% | 7404.20%-7384.4pp | 4239.32%-4219.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $253 | $1,398-81.9% | $1,053-76.0% | $4,751-94.7% |
| Participant deferral / active EE | $11,820 | $2,557+362.3% | $1,924+514.4% | $6,710+76.1% |
| Admin fee / account holder | $2,604 | $3,265-20.2% | $2,516+3.5% | $11,403-77.2% |