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 6-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 | $31,879 | $81,208-60.7% | $98,907-67.8% | $79,858-60.1% |
| Participation rate | 79.5% | 72.5%+7.0pp | 76.0%+3.5pp | 69.6%+9.9pp |
| Annual return | 26.04% | 60.99%-35.0pp | 196.43%-170.4pp | 31.71%-5.7pp |
| Employer contribution / active EE | $3,752 | $1,960+91.5% | $2,689+39.6% | $2,471+51.9% |
| Participant deferral / active EE | $8,539 | $3,265+161.5% | $4,244+101.2% | $3,740+128.3% |
| Admin fee / account holder | $8,959 | $6,013+49.0% | $6,642+34.9% | $5,306+68.8% |