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 | $27,037 | $72,400-62.7% | $67,502-59.9% | $145,922-81.5% |
| Participation rate | 92.3% | 76.9%+15.5pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 12.26% | 7182.46%-7170.2pp | 3512.12%-3499.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,221 | $3,069-27.6% | $2,731-18.7% | $4,660-52.3% |
| Participant deferral / active EE | $5,814 | $4,783+21.6% | $4,000+45.3% | $6,688-13.1% |
| Admin fee / account holder | $999 | $5,539-82.0% | $3,998-75.0% | $13,397-92.5% |