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 8-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 | $41,086 | $114,047-64.0% | $96,139-57.3% | $167,490-75.5% |
| Participation rate | 95.5% | 75.1%+20.4pp | 68.4%+27.0pp | 82.1%+13.3pp |
| Annual return | 15.32% | 189.88%-174.6pp | 191.94%-176.6pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,634 | $3,427-23.1% | $2,797-5.8% | $4,837-45.6% |
| Participant deferral / active EE | $6,879 | $5,194+32.4% | $4,349+58.2% | $6,341+8.5% |
| Admin fee / account holder | $3,029 | $6,897-56.1% | $5,537-45.3% | $12,309-75.4% |