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 8-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 | $79,329 | $59,417+33.5% | $93,606-15.3% | $74,495+6.5% |
| Participation rate | 93.8% | 59.7%+34.2pp | 68.7%+25.1pp | 67.2%+26.6pp |
| Annual return | 12.74% | 81.83%-69.1pp | 133.20%-120.5pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $5,272 | $1,264+317.2% | $2,420+117.9% | $2,623+101.0% |
| Participant deferral / active EE | $3,367 | $3,050+10.4% | $4,411-23.7% | $4,346-22.5% |
| Admin fee / account holder | $6,204 | $3,021+105.3% | $8,285-25.1% | $1,942+219.5% |