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 3-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 | $24,343 | $77,164-68.5% | $178,014-86.3% | $80,874-69.9% |
| Participation rate | 86.1% | 65.7%+20.4pp | 77.1%+9.0pp | 67.6%+18.5pp |
| Annual return | 14.67% | 18.09%-3.4pp | 294.80%-280.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,076 | $2,288-9.3% | $3,950-47.4% | $2,756-24.7% |
| Participant deferral / active EE | $6,164 | $4,408+39.8% | $6,276-1.8% | $4,297+43.4% |
| Admin fee / account holder | $452 | $7,164-93.7% | $10,362-95.6% | $6,935-93.5% |