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 | $34,446 | $102,382-66.4% | $147,005-76.6% | $80,874-57.4% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.2%-6.7pp | 67.6%+7.9pp |
| Annual return | 17.71% | 134.89%-117.2pp | 418.76%-401.1pp | 35.62%-17.9pp |
| Employer contribution / active EE | $2,429 | $3,715-34.6% | $4,934-50.8% | $2,756-11.9% |
| Participant deferral / active EE | $5,166 | $6,646-22.3% | $8,070-36.0% | $4,297+20.2% |
| Admin fee / account holder | $1,824 | $7,942-77.0% | $13,006-86.0% | $6,935-73.7% |