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 8-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 | $63,834 | $89,355-28.6% | $141,162-54.8% | $72,985-12.5% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 51.57% | 111.85%-60.3pp | 71.39%-19.8pp | 81.00%-29.4pp |
| Employer contribution / active EE | $1,882 | $3,114-39.6% | $4,735-60.2% | $2,440-22.8% |
| Participant deferral / active EE | $8,566 | $5,418+58.1% | $6,709+27.7% | $3,607+137.5% |
| Admin fee / account holder | $3,222 | $5,958-45.9% | $10,261-68.6% | $5,124-37.1% |