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 | $39,450 | $102,317-61.4% | $146,958-73.2% | $80,856-51.2% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 22.08% | 134.76%-112.7pp | 418.34%-396.3pp | 35.59%-13.5pp |
| Employer contribution / active EE | $4,246 | $3,713+14.4% | $4,933-13.9% | $2,755+54.1% |
| Participant deferral / active EE | $8,358 | $6,644+25.8% | $8,070+3.6% | $4,296+94.6% |
| Admin fee / account holder | $2,397 | $7,941-69.8% | $12,998-81.6% | $6,918-65.3% |