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 | $39,025 | $81,208-51.9% | $98,907-60.5% | $79,858-51.1% |
| Participation rate | 90.7% | 72.5%+18.2pp | 76.0%+14.7pp | 69.6%+21.1pp |
| Annual return | 14.33% | 60.99%-46.7pp | 196.43%-182.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,019 | $1,960+3.0% | $2,689-24.9% | $2,471-18.3% |
| Participant deferral / active EE | $5,806 | $3,265+77.8% | $4,244+36.8% | $3,740+55.2% |
| Admin fee / account holder | $4,559 | $6,013-24.2% | $6,642-31.4% | $5,306-14.1% |