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 | $29,626 | $148,534-80.1% | $135,903-78.2% | $139,434-78.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 49.54% | 79.19%-29.7pp | 68.23%-18.7pp | 372.94%-323.4pp |
| Employer contribution / active EE | $2,037 | $5,243-61.1% | $4,856-58.1% | $4,751-57.1% |
| Participant deferral / active EE | $6,113 | $8,100-24.5% | $7,758-21.2% | $6,710-8.9% |
| Admin fee / account holder | $498 | $12,400-96.0% | $10,762-95.4% | $11,403-95.6% |