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 | $24,644 | $111,724-77.9% | $93,606-73.7% | $145,922-83.1% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 16.75% | 202.98%-186.2pp | 133.20%-116.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,044 | $3,090-33.9% | $2,420-15.5% | $4,660-56.1% |
| Participant deferral / active EE | $4,761 | $4,912-3.1% | $4,411+7.9% | $6,688-28.8% |
| Admin fee / account holder | $517 | $10,250-95.0% | $8,285-93.8% | $13,397-96.1% |