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 | $40,834 | $106,890-61.8% | $84,015-51.4% | $152,861-73.3% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.4%+10.4pp |
| Annual return | 26.22% | 104.99%-78.8pp | 71.31%-45.1pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,878 | $2,734+5.3% | $1,983+45.1% | $4,762-39.6% |
| Participant deferral / active EE | $7,985 | $4,011+99.1% | $3,239+146.6% | $5,850+36.5% |
| Admin fee / account holder | $608 | $8,285-92.7% | $6,101-90.0% | $11,596-94.8% |