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 | $62,037 | $183,592-66.2% | $155,567-60.1% | $145,959-57.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 27.02% | 61.24%-34.2pp | 64.74%-37.7pp | 561.95%-534.9pp |
| Employer contribution / active EE | $2,982 | $5,315-43.9% | $4,674-36.2% | $4,661-36.0% |
| Participant deferral / active EE | $6,986 | $6,464+8.1% | $5,628+24.1% | $6,689+4.5% |
| Admin fee / account holder | $945 | $19,318-95.1% | $15,916-94.1% | $13,398-92.9% |