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 | $26,638 | $82,664-67.8% | $125,339-78.7% | $68,494-61.1% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | 29.73% | -5.97%+35.7pp | 572.05%-542.3pp | -7.84%+37.6pp |
| Employer contribution / active EE | $2,866 | $3,381-15.2% | $4,814-40.5% | $2,596+10.4% |
| Participant deferral / active EE | $8,121 | $6,110+32.9% | $7,446+9.1% | $4,027+101.7% |
| Admin fee / account holder | $1,941 | $6,275-69.1% | $10,010-80.6% | $5,403-64.1% |