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 | $26,515 | $98,750-73.1% | $149,696-82.3% | $79,858-66.8% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 44.24% | 27.43%+16.8pp | 276.60%-232.4pp | 31.71%+12.5pp |
| Employer contribution / active EE | $5,560 | $3,216+72.9% | $4,644+19.7% | $2,471+125.0% |
| Participant deferral / active EE | $6,750 | $5,680+18.8% | $6,842-1.3% | $3,740+80.5% |
| Admin fee / account holder | $582 | $6,053-90.4% | $9,309-93.7% | $5,306-89.0% |