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 | $47,261 | $69,515-32.0% | $86,874-45.6% | $85,850-44.9% |
| Participation rate | 93.6% | 66.3%+27.3pp | 71.6%+22.0pp | 69.3%+24.3pp |
| Annual return | 17.81% | 20.12%-2.3pp | 63.52%-45.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $4,062 | $1,880+116.0% | $2,495+62.8% | $2,565+58.4% |
| Participant deferral / active EE | $8,284 | $2,919+183.8% | $3,699+124.0% | $3,952+109.6% |
| Admin fee / account holder | $3,621 | $5,972-39.4% | $5,828-37.9% | $6,260-42.2% |