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 3-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 | $38,606 | $100,773-61.7% | $88,946-56.6% | $142,382-72.9% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.8%+26.8pp | 80.1%+15.5pp |
| Annual return | 29.92% | 70.18%-40.3pp | 57.82%-27.9pp | 217.08%-187.2pp |
| Employer contribution / active EE | $4,100 | $2,918+40.5% | $2,555+60.5% | $4,299-4.6% |
| Participant deferral / active EE | $8,268 | $5,230+58.1% | $4,581+80.5% | $6,507+27.1% |
| Admin fee / account holder | $2,030 | $9,693-79.1% | $8,261-75.4% | $12,624-83.9% |