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 5-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 | $32,398 | $126,574-74.4% | $106,213-69.5% | $145,922-77.8% |
| Participation rate | 81.8% | 77.6%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 12.26% | 224.79%-212.5pp | 116.14%-103.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,109 | $3,730-16.6% | $3,171-2.0% | $4,660-33.3% |
| Participant deferral / active EE | $6,153 | $5,724+7.5% | $5,016+22.7% | $6,688-8.0% |
| Admin fee / account holder | $901 | $17,304-94.8% | $11,033-91.8% | $13,397-93.3% |