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 | $47,946 | $111,754-57.1% | $103,333-53.6% | $145,922-67.1% |
| Participation rate | 79.2% | 77.9%+1.2pp | 74.5%+4.7pp | 80.3%-1.1pp |
| Annual return | 12.51% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,407 | $4,212-19.1% | $3,868-11.9% | $4,660-26.9% |
| Participant deferral / active EE | $8,425 | $5,619+50.0% | $5,057+66.6% | $6,688+26.0% |
| Admin fee / account holder | $1,766 | $9,750-81.9% | $8,355-78.9% | $13,397-86.8% |