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 | $30,535 | $49,173-37.9% | $121,098-74.8% | $75,163-59.4% |
| Participation rate | 70.6% | 55.4%+15.2pp | 69.5%+1.1pp | 67.2%+3.4pp |
| Annual return | 20.56% | 55.99%-35.4pp | 985.75%-965.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,684 | $1,546+9.0% | $4,164-59.5% | $2,670-36.9% |
| Participant deferral / active EE | $3,280 | $2,628+24.8% | $4,080-19.6% | $4,125-20.5% |
| Admin fee / account holder | $1,143 | $3,942-71.0% | $5,644-79.8% | $5,651-79.8% |