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 | $44,182 | $159,901-72.4% | $146,958-69.9% | $145,922-69.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 29.41% | 98.13%-68.7pp | 418.34%-388.9pp | 561.29%-531.9pp |
| Employer contribution / active EE | $1,413 | $5,286-73.3% | $4,933-71.4% | $4,660-69.7% |
| Participant deferral / active EE | $6,918 | $8,428-17.9% | $8,070-14.3% | $6,688+3.4% |
| Admin fee / account holder | $484 | $15,044-96.8% | $12,998-96.3% | $13,397-96.4% |