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 | $60,786 | $106,890-43.1% | $84,015-27.6% | $152,861-60.2% |
| Participation rate | 94.4% | 75.2%+19.2pp | 69.0%+25.4pp | 82.4%+12.0pp |
| Annual return | 19.93% | 104.99%-85.1pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,194 | $2,734-19.7% | $1,983+10.6% | $4,762-53.9% |
| Participant deferral / active EE | $4,850 | $4,011+20.9% | $3,239+49.8% | $5,850-17.1% |
| Admin fee / account holder | $2,129 | $8,285-74.3% | $6,101-65.1% | $11,596-81.6% |