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 | $37,322 | $104,907-64.4% | $84,611-55.9% | $152,861-75.6% |
| Participation rate | 88.2% | 74.8%+13.4pp | 68.2%+20.0pp | 82.4%+5.8pp |
| Annual return | 19.30% | 373.79%-354.5pp | 258.74%-239.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $5,203 | $3,302+57.6% | $2,652+96.2% | $4,762+9.3% |
| Participant deferral / active EE | $3,056 | $4,688-34.8% | $3,899-21.6% | $5,850-47.8% |
| Admin fee / account holder | $1,100 | $6,241-82.4% | $4,912-77.6% | $11,596-90.5% |