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 | $37,603 | $96,635-61.1% | $86,612-56.6% | $139,434-73.0% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 25.56% | 106.41%-80.9pp | 591.07%-565.5pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,520 | $3,263-22.8% | $3,022-16.6% | $4,751-47.0% |
| Participant deferral / active EE | $6,168 | $4,836+27.5% | $4,438+39.0% | $6,710-8.1% |
| Admin fee / account holder | $1,345 | $6,408-79.0% | $5,614-76.0% | $11,403-88.2% |