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 7-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 | $23,229 | $127,777-81.8% | $106,548-78.2% | $167,490-86.1% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 26.57% | 33.87%-7.3pp | 26.80%-0.2pp | 478.56%-452.0pp |
| Employer contribution / active EE | $2,326 | $3,427-32.1% | $2,819-17.5% | $4,837-51.9% |
| Participant deferral / active EE | $9,078 | $5,087+78.5% | $4,398+106.4% | $6,341+43.2% |
| Admin fee / account holder | $595 | $11,228-94.7% | $7,407-92.0% | $12,309-95.2% |