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 9-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 | $51,483 | $45,863+12.3% | $77,024-33.2% | $68,494-24.8% |
| Participation rate | 93.2% | 55.9%+37.2pp | 67.9%+25.2pp | 67.9%+25.3pp |
| Annual return | 56.89% | 1.72%+55.2pp | 42.32%+14.6pp | -7.84%+64.7pp |
| Employer contribution / active EE | $3,427 | $1,650+107.7% | $2,812+21.8% | $2,596+32.0% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,795 | $3,041-41.0% | $5,425-66.9% | $5,403-66.8% |