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 | $39,137 | $96,635-59.5% | $86,612-54.8% | $139,434-71.9% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 12.14% | 106.41%-94.3pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,721 | $3,263-47.2% | $3,022-43.1% | $4,751-63.8% |
| Participant deferral / active EE | $11,864 | $4,836+145.3% | $4,438+167.3% | $6,710+76.8% |
| Admin fee / account holder | $6,087 | $6,408-5.0% | $5,614+8.4% | $11,403-46.6% |