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 | $36,158 | $71,050-49.1% | $93,606-61.4% | $80,856-55.3% |
| Participation rate | 75.4% | 60.4%+15.0pp | 68.7%+6.6pp | 67.6%+7.7pp |
| Annual return | 21.72% | 11.26%+10.5pp | 133.20%-111.5pp | 35.59%-13.9pp |
| Employer contribution / active EE | $2,026 | $1,564+29.6% | $2,420-16.3% | $2,755-26.4% |
| Participant deferral / active EE | $3,519 | $4,034-12.8% | $4,411-20.2% | $4,296-18.1% |
| Admin fee / account holder | $960 | $6,945-86.2% | $8,285-88.4% | $6,918-86.1% |