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 | $38,483 | $95,416-59.7% | $185,823-79.3% | $85,850-55.2% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 12.10% | 23.59%-11.5pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,734 | $3,314-17.5% | $5,167-47.1% | $2,565+6.6% |
| Participant deferral / active EE | $4,639 | $3,423+35.5% | $5,568-16.7% | $3,952+17.4% |
| Admin fee / account holder | $1,665 | $7,213-76.9% | $16,237-89.7% | $6,260-73.4% |