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 | $46,062 | $102,382-55.0% | $147,005-68.7% | $80,874-43.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 21.92% | 134.89%-113.0pp | 418.76%-396.8pp | 35.62%-13.7pp |
| Employer contribution / active EE | $3,869 | $3,715+4.2% | $4,934-21.6% | $2,756+40.4% |
| Participant deferral / active EE | $5,912 | $6,646-11.0% | $8,070-26.7% | $4,297+37.6% |
| Admin fee / account holder | $614 | $7,942-92.3% | $13,006-95.3% | $6,935-91.2% |