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 | $48,144 | $105,181-54.2% | $159,436-69.8% | $85,850-43.9% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 16.96% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,887 | $3,318-43.1% | $4,829-60.9% | $2,565-26.4% |
| Participant deferral / active EE | $5,047 | $5,945-15.1% | $7,352-31.4% | $3,952+27.7% |
| Admin fee / account holder | $1,150 | $6,933-83.4% | $10,799-89.4% | $6,260-81.6% |