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 6-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 | $25,066 | $109,982-77.2% | $97,226-74.2% | $145,922-82.8% |
| Participation rate | 77.3% | 75.9%+1.3pp | 72.7%+4.6pp | 80.3%-3.0pp |
| Annual return | 12.02% | 242.90%-230.9pp | 75.13%-63.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,042 | $3,084-33.8% | $2,729-25.2% | $4,660-56.2% |
| Participant deferral / active EE | $5,097 | $4,676+9.0% | $4,264+19.5% | $6,688-23.8% |
| Admin fee / account holder | $1,519 | $6,221-75.6% | $5,654-73.1% | $13,397-88.7% |