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 | $45,024 | $112,096-59.8% | $95,952-53.1% | $158,922-71.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 6.87% | 171.09%-164.2pp | 91.61%-84.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $2,196 | $3,198-31.3% | $2,541-13.6% | $4,761-53.9% |
| Participant deferral / active EE | $3,953 | $4,784-17.4% | $4,167-5.1% | $5,982-33.9% |
| Admin fee / account holder | $70,628 | $10,130+597.2% | $6,795+939.3% | $11,246+528.0% |