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 8-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 | $32,726 | $65,409-50.0% | $98,442-66.8% | $85,850-61.9% |
| Participation rate | 76.5% | 65.0%+11.5pp | 73.3%+3.1pp | 69.3%+7.2pp |
| Annual return | 50.93% | 21.76%+29.2pp | 1492.73%-1441.8pp | 318.53%-267.6pp |
| Employer contribution / active EE | $1,434 | $2,168-33.8% | $2,960-51.5% | $2,565-44.1% |
| Participant deferral / active EE | $3,160 | $3,166-0.2% | $4,276-26.1% | $3,952-20.0% |
| Admin fee / account holder | $4,329 | $4,593-5.7% | $5,949-27.2% | $6,260-30.8% |