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 | $41,798 | $74,888-44.2% | $71,209-41.3% | $142,382-70.6% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 16.98% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,681 | $2,854+99.0% | $2,721+108.8% | $4,299+32.1% |
| Participant deferral / active EE | $5,157 | $4,454+15.8% | $4,175+23.5% | $6,507-20.7% |
| Admin fee / account holder | $1,048 | $5,568-81.2% | $5,349-80.4% | $12,624-91.7% |