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 7-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 | $58,924 | $71,050-17.1% | $93,606-37.1% | $80,856-27.1% |
| Participation rate | 95.7% | 60.4%+35.2pp | 68.7%+26.9pp | 67.6%+28.0pp |
| Annual return | 47.55% | 11.26%+36.3pp | 133.20%-85.6pp | 35.59%+12.0pp |
| Employer contribution / active EE | $3,405 | $1,564+117.8% | $2,420+40.7% | $2,755+23.6% |
| Participant deferral / active EE | $6,288 | $4,034+55.9% | $4,411+42.5% | $4,296+46.4% |
| Admin fee / account holder | $3,804 | $6,945-45.2% | $8,285-54.1% | $6,918-45.0% |