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 | $39,025 | $111,535-65.0% | $105,223-62.9% | $137,256-71.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 14.18% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,456 | $3,939-63.0% | $3,689-60.5% | $4,156-65.0% |
| Participant deferral / active EE | $4,780 | $5,500-13.1% | $5,072-5.7% | $6,407-25.4% |
| Admin fee / account holder | $598 | $9,721-93.9% | $8,859-93.3% | $12,270-95.1% |