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 | $31,721 | $102,966-69.2% | $90,281-64.9% | $152,861-79.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 21.11% | 95.16%-74.0pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,399 | $3,139+8.3% | $2,854+19.1% | $4,762-28.6% |
| Participant deferral / active EE | $8,558 | $4,281+99.9% | $3,885+120.3% | $5,850+46.3% |
| Admin fee / account holder | $25,542 | $6,171+313.9% | $5,351+377.3% | $11,596+120.3% |