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 | $42,630 | $102,616-58.5% | $81,983-48.0% | $158,922-73.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 26.01% | 61.04%-35.0pp | 41.31%-15.3pp | 302.83%-276.8pp |
| Employer contribution / active EE | $3,995 | $3,240+23.3% | $2,498+59.9% | $4,761-16.1% |
| Participant deferral / active EE | $6,262 | $4,648+34.7% | $3,722+68.2% | $5,982+4.7% |
| Admin fee / account holder | $19,801 | $8,235+140.5% | $5,664+249.6% | $11,246+76.1% |