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 | $37,877 | $90,674-58.2% | $96,707-60.8% | $82,448-54.1% |
| Participation rate | 90.2% | 75.9%+14.3pp | 80.4%+9.9pp | 68.1%+22.2pp |
| Annual return | 29.87% | 49.05%-19.2pp | 34.78%-4.9pp | 41.64%-11.8pp |
| Employer contribution / active EE | $3,772 | $3,975-5.1% | $4,191-10.0% | $2,551+47.9% |
| Participant deferral / active EE | $6,872 | $5,696+20.6% | $5,997+14.6% | $4,139+66.0% |
| Admin fee / account holder | $1,970 | $7,568-74.0% | $7,503-73.7% | $7,234-72.8% |