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 | $55,065 | $91,538-39.8% | $129,995-57.6% | $75,163-26.7% |
| Participation rate | 98.6% | 71.4%+27.2pp | 78.5%+20.1pp | 67.2%+31.4pp |
| Annual return | 21.64% | -631.11%+652.8pp | -137.18%+158.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $3,176 | $2,845+11.6% | $4,320-26.5% | $2,670+19.0% |
| Participant deferral / active EE | $8,224 | $4,341+89.5% | $5,820+41.3% | $4,125+99.4% |
| Admin fee / account holder | $2,284 | $6,790-66.4% | $10,614-78.5% | $5,651-59.6% |