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 | $36,963 | $152,587-75.8% | $125,175-70.5% | $152,861-75.8% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 65.27% | 54.84%+10.4pp | 43.79%+21.5pp | 345.32%-280.0pp |
| Employer contribution / active EE | $3,000 | $4,946-39.4% | $3,865-22.4% | $4,762-37.0% |
| Participant deferral / active EE | $6,983 | $5,868+19.0% | $4,937+41.4% | $5,850+19.4% |
| Admin fee / account holder | $889 | $13,434-93.4% | $9,702-90.8% | $11,596-92.3% |