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 | $55,531 | $111,535-50.2% | $105,223-47.2% | $137,256-59.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 21.21% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,195 | $3,939+6.5% | $3,689+13.7% | $4,156+0.9% |
| Participant deferral / active EE | $6,620 | $5,500+20.4% | $5,072+30.5% | $6,407+3.3% |
| Admin fee / account holder | $2,826 | $9,721-70.9% | $8,859-68.1% | $12,270-77.0% |