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 | $37,206 | $158,398-76.5% | $126,539-70.6% | $142,382-73.9% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 20.82% | 593.76%-572.9pp | 425.95%-405.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,577 | $4,650-44.6% | $3,674-29.9% | $4,299-40.1% |
| Participant deferral / active EE | $5,064 | $4,767+6.2% | $4,083+24.0% | $6,507-22.2% |
| Admin fee / account holder | $784 | $6,918-88.7% | $6,065-87.1% | $12,624-93.8% |