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 | $25,244 | $96,635-73.9% | $86,612-70.9% | $139,434-81.9% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 39.40% | 106.41%-67.0pp | 591.07%-551.7pp | 372.94%-333.5pp |
| Employer contribution / active EE | $1,768 | $3,263-45.8% | $3,022-41.5% | $4,751-62.8% |
| Participant deferral / active EE | $6,749 | $4,836+39.6% | $4,438+52.1% | $6,710+0.6% |
| Admin fee / account holder | $1,209 | $6,408-81.1% | $5,614-78.5% | $11,403-89.4% |