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 | $46,573 | $70,756-34.2% | $65,493-28.9% | $142,382-67.3% |
| Participation rate | 94.7% | 77.4%+17.4pp | 73.1%+21.6pp | 80.1%+14.6pp |
| Annual return | 14.83% | 1754.89%-1740.1pp | 982.45%-967.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,612 | $2,881-9.3% | $2,574+1.5% | $4,299-39.2% |
| Participant deferral / active EE | $10,716 | $4,637+131.1% | $3,961+170.5% | $6,507+64.7% |
| Admin fee / account holder | $5,680 | $6,559-13.4% | $5,028+13.0% | $12,624-55.0% |