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 | $50,284 | $150,187-66.5% | $120,354-58.2% | $145,922-65.5% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 30.80% | 154.07%-123.3pp | 107.15%-76.3pp | 561.29%-530.5pp |
| Employer contribution / active EE | $2,058 | $4,348-52.7% | $3,463-40.6% | $4,660-55.8% |
| Participant deferral / active EE | $5,048 | $6,173-18.2% | $4,991+1.2% | $6,688-24.5% |
| Admin fee / account holder | $9,112 | $12,207-25.4% | $9,423-3.3% | $13,397-32.0% |