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 8-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 | $37,668 | $29,660+27.0% | $56,411-33.2% | $80,856-53.4% |
| Participation rate | 94.9% | 41.6%+53.3pp | 52.5%+42.4pp | 67.6%+27.3pp |
| Annual return | 15.16% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,821 | $669+769.7% | $1,039+460.4% | $2,755+111.3% |
| Participant deferral / active EE | $3,051 | $1,226+148.9% | $1,952+56.3% | $4,296-29.0% |
| Admin fee / account holder | $1,228 | $2,428-49.4% | $2,829-56.6% | $6,918-82.3% |