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 3-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 | $42,996 | $111,754-61.5% | $103,333-58.4% | $145,922-70.5% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 24.16% | 24.77%-0.6pp | 24.88%-0.7pp | 561.29%-537.1pp |
| Employer contribution / active EE | $3,305 | $4,212-21.5% | $3,868-14.5% | $4,660-29.1% |
| Participant deferral / active EE | $7,138 | $5,619+27.1% | $5,057+41.1% | $6,688+6.7% |
| Admin fee / account holder | $2,346 | $9,750-75.9% | $8,355-71.9% | $13,397-82.5% |