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 | $55,999 | $96,635-42.1% | $86,612-35.3% | $139,434-59.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 12.53% | 106.41%-93.9pp | 591.07%-578.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,168 | $3,263-64.2% | $3,022-61.4% | $4,751-75.4% |
| Participant deferral / active EE | $9,074 | $4,836+87.6% | $4,438+104.5% | $6,710+35.2% |
| Admin fee / account holder | $14,603 | $6,408+127.9% | $5,614+160.1% | $11,403+28.1% |