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 9-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 | $34,409 | $98,750-65.2% | $149,696-77.0% | $79,858-56.9% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 38.70% | 27.43%+11.3pp | 276.60%-237.9pp | 31.71%+7.0pp |
| Employer contribution / active EE | $3,193 | $3,216-0.7% | $4,644-31.2% | $2,471+29.2% |
| Participant deferral / active EE | $5,897 | $5,680+3.8% | $6,842-13.8% | $3,740+57.7% |
| Admin fee / account holder | $2,158 | $6,053-64.3% | $9,309-76.8% | $5,306-59.3% |