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 | $28,742 | $93,571-69.3% | $135,903-78.9% | $75,163-61.8% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 49.58% | 30.90%+18.7pp | 68.23%-18.7pp | 160.62%-111.0pp |
| Employer contribution / active EE | $4,852 | $3,537+37.2% | $4,856-0.1% | $2,670+81.7% |
| Participant deferral / active EE | $11,039 | $6,404+72.4% | $7,758+42.3% | $4,125+167.6% |
| Admin fee / account holder | $5,776 | $6,975-17.2% | $10,762-46.3% | $5,651+2.2% |