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 6-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 | $41,390 | $126,574-67.3% | $106,213-61.0% | $145,922-71.6% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 14.89% | 224.79%-209.9pp | 116.14%-101.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,930 | $3,730+32.2% | $3,171+55.5% | $4,660+5.8% |
| Participant deferral / active EE | $10,595 | $5,724+85.1% | $5,016+111.2% | $6,688+58.4% |
| Admin fee / account holder | $3,732 | $17,304-78.4% | $11,033-66.2% | $13,397-72.1% |