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 | $137,622 | $96,635+42.4% | $86,612+58.9% | $139,434-1.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 22.16% | 106.41%-84.2pp | 591.07%-568.9pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,113 | $3,263-4.6% | $3,022+3.0% | $4,751-34.5% |
| Participant deferral / active EE | $6,687 | $4,836+38.3% | $4,438+50.7% | $6,710-0.3% |
| Admin fee / account holder | $882 | $6,408-86.2% | $5,614-84.3% | $11,403-92.3% |