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 | $35,275 | $98,750-64.3% | $149,696-76.4% | $79,858-55.8% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 23.45% | 27.43%-4.0pp | 276.60%-253.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $3,335 | $3,216+3.7% | $4,644-28.2% | $2,471+35.0% |
| Participant deferral / active EE | $6,533 | $5,680+15.0% | $6,842-4.5% | $3,740+74.7% |
| Admin fee / account holder | $2,277 | $6,053-62.4% | $9,309-75.5% | $5,306-57.1% |