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 | $33,047 | $65,561-49.6% | $86,188-61.7% | $75,163-56.0% |
| Participation rate | 80.6% | 60.5%+20.1pp | 69.0%+11.6pp | 67.2%+13.4pp |
| Annual return | 24.29% | 46.05%-21.8pp | 1168.45%-1144.2pp | 160.62%-136.3pp |
| Employer contribution / active EE | $3,294 | $1,553+112.1% | $2,380+38.4% | $2,670+23.4% |
| Participant deferral / active EE | $4,197 | $3,024+38.8% | $3,985+5.3% | $4,125+1.7% |
| Admin fee / account holder | $1,295 | $5,474-76.3% | $6,852-81.1% | $5,651-77.1% |