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 | $41,131 | $92,703-55.6% | $82,719-50.3% | $134,475-69.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 60.84% | 944.92%-884.1pp | 701.18%-640.3pp | 417.96%-357.1pp |
| Employer contribution / active EE | $823 | $3,274-74.9% | $3,009-72.6% | $4,740-82.6% |
| Participant deferral / active EE | $7,905 | $4,802+64.6% | $4,395+79.9% | $6,400+23.5% |
| Admin fee / account holder | $1,601 | $5,983-73.2% | $5,329-70.0% | $11,426-86.0% |