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 | $32,853 | $81,632-59.8% | $70,449-53.4% | $158,922-79.3% |
| Participation rate | 86.4% | 77.7%+8.6pp | 75.1%+11.3pp | 82.0%+4.4pp |
| Annual return | 38.79% | 208.40%-169.6pp | 109.03%-70.2pp | 302.83%-264.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $12,447 | $4,554+173.3% | $3,709+235.6% | $5,982+108.1% |
| Admin fee / account holder | $3,158 | $6,193-49.0% | $3,845-17.9% | $11,246-71.9% |