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 7-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 | $45,684 | $96,635-52.7% | $86,612-47.3% | $139,434-67.2% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 22.96% | 106.41%-83.5pp | 591.07%-568.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,250 | $3,263-31.1% | $3,022-25.6% | $4,751-52.6% |
| Participant deferral / active EE | $6,391 | $4,836+32.2% | $4,438+44.0% | $6,710-4.8% |
| Admin fee / account holder | $1,902 | $6,408-70.3% | $5,614-66.1% | $11,403-83.3% |