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 | $67,522 | $159,901-57.8% | $146,958-54.1% | $145,922-53.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 16.30% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,483 | $5,286-34.1% | $4,933-29.4% | $4,660-25.2% |
| Participant deferral / active EE | $10,862 | $8,428+28.9% | $8,070+34.6% | $6,688+62.4% |
| Admin fee / account holder | $649 | $15,044-95.7% | $12,998-95.0% | $13,397-95.2% |