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 | $27,464 | $110,809-75.2% | $86,874-68.4% | $167,490-83.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 71.6%+11.7pp | 82.1%+1.2pp |
| Annual return | 13.28% | 116.98%-103.7pp | 63.52%-50.2pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,193 | $3,244-1.6% | $2,495+27.9% | $4,837-34.0% |
| Participant deferral / active EE | $8,139 | $4,546+79.0% | $3,699+120.0% | $6,341+28.4% |
| Admin fee / account holder | $435 | $8,415-94.8% | $5,828-92.5% | $12,309-96.5% |