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 | $34,684 | $84,696-59.0% | $75,696-54.2% | $167,490-79.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.8%-3.4pp | 82.1%-10.7pp |
| Annual return | 13.85% | 199.36%-185.5pp | 104.53%-90.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $10,948 | $3,230+239.0% | $2,743+299.2% | $4,837+126.3% |
| Participant deferral / active EE | $5,969 | $4,580+30.3% | $3,821+56.2% | $6,341-5.9% |
| Admin fee / account holder | $7,273 | $5,355+35.8% | $3,619+101.0% | $12,309-40.9% |