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 | $47,392 | $150,187-68.4% | $120,354-60.6% | $145,922-67.5% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 14.26% | 154.07%-139.8pp | 107.15%-92.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,212 | $4,348-49.1% | $3,463-36.1% | $4,660-52.5% |
| Participant deferral / active EE | $4,241 | $6,173-31.3% | $4,991-15.0% | $6,688-36.6% |
| Admin fee / account holder | $333 | $12,207-97.3% | $9,423-96.5% | $13,397-97.5% |