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 | $40,439 | $99,877-59.5% | $84,966-52.4% | $145,922-72.3% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 13.67% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,146 | $3,231-2.6% | $2,727+15.4% | $4,660-32.5% |
| Participant deferral / active EE | $3,695 | $5,291-30.2% | $4,519-18.2% | $6,688-44.8% |
| Admin fee / account holder | $1,143 | $7,248-84.2% | $6,149-81.4% | $13,397-91.5% |