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 | $44,765 | $111,724-59.9% | $93,606-52.2% | $145,922-69.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.01% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,209 | $3,090-28.5% | $2,420-8.7% | $4,660-52.6% |
| Participant deferral / active EE | $5,025 | $4,912+2.3% | $4,411+13.9% | $6,688-24.9% |
| Admin fee / account holder | $3,158 | $10,250-69.2% | $8,285-61.9% | $13,397-76.4% |