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 | $47,076 | $102,966-54.3% | $90,281-47.9% | $152,861-69.2% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.4%+10.9pp |
| Annual return | 21.95% | 95.16%-73.2pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,887 | $3,139+23.8% | $2,854+36.2% | $4,762-18.4% |
| Participant deferral / active EE | $3,357 | $4,281-21.6% | $3,885-13.6% | $5,850-42.6% |
| Admin fee / account holder | $3,376 | $6,171-45.3% | $5,351-36.9% | $11,596-70.9% |