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 9-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 | $29,602 | $96,128-69.2% | $136,007-78.2% | $80,856-63.4% |
| Participation rate | 87.8% | 71.2%+16.6pp | 76.5%+11.3pp | 67.6%+20.2pp |
| Annual return | 35.46% | 28.71%+6.8pp | 579.32%-543.9pp | 35.59%-0.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,878 | $5,709-14.5% | $7,025-30.6% | $4,296+13.6% |
| Admin fee / account holder | $3,245 | $8,236-60.6% | $6,858-52.7% | $6,918-53.1% |