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 | $30,649 | $81,208-62.3% | $98,907-69.0% | $79,858-61.6% |
| Participation rate | 88.9% | 72.5%+16.4pp | 76.0%+12.9pp | 69.6%+19.3pp |
| Annual return | 11.36% | 60.99%-49.6pp | 196.43%-185.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $763 | $1,960-61.0% | $2,689-71.6% | $2,471-69.1% |
| Participant deferral / active EE | $2,661 | $3,265-18.5% | $4,244-37.3% | $3,740-28.8% |
| Admin fee / account holder | $5,164 | $6,013-14.1% | $6,642-22.2% | $5,306-2.7% |