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 | $72,182 | $77,899-7.3% | $149,673-51.8% | $75,163-4.0% |
| Participation rate | 98.5% | 65.6%+32.9pp | 78.8%+19.7pp | 67.2%+31.3pp |
| Annual return | 50.62% | 31.72%+18.9pp | 134.42%-83.8pp | 160.62%-110.0pp |
| Employer contribution / active EE | $6,267 | $3,137+99.7% | $4,818+30.1% | $2,670+134.7% |
| Participant deferral / active EE | $12,979 | $3,411+280.5% | $5,680+128.5% | $4,125+214.6% |
| Admin fee / account holder | $1,443 | $5,956-75.8% | $13,210-89.1% | $5,651-74.5% |