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 | $37,193 | $116,175-68.0% | $93,606-60.3% | $152,861-75.7% |
| Participation rate | 70.8% | 78.0%-7.2pp | 75.8%-5.0pp | 82.4%-11.6pp |
| Annual return | 25.37% | 35.96%-10.6pp | 32.76%-7.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,979 | $3,218+23.6% | $2,718+46.4% | $4,762-16.5% |
| Participant deferral / active EE | $6,122 | $4,603+33.0% | $4,069+50.5% | $5,850+4.6% |
| Admin fee / account holder | $1,174 | $10,748-89.1% | $7,888-85.1% | $11,596-89.9% |