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 7-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 | $25,213 | $102,966-75.5% | $90,281-72.1% | $152,861-83.5% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 38.43% | 95.16%-56.7pp | 78.10%-39.7pp | 345.32%-306.9pp |
| Employer contribution / active EE | $3,496 | $3,139+11.4% | $2,854+22.5% | $4,762-26.6% |
| Participant deferral / active EE | $6,272 | $4,281+46.5% | $3,885+61.4% | $5,850+7.2% |
| Admin fee / account holder | $1,094 | $6,171-82.3% | $5,351-79.6% | $11,596-90.6% |