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 9-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 | $47,528 | $98,750-51.9% | $149,696-68.3% | $79,858-40.5% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.6%+9.1pp |
| Annual return | 21.09% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $3,129 | $3,216-2.7% | $4,644-32.6% | $2,471+26.6% |
| Participant deferral / active EE | $6,521 | $5,680+14.8% | $6,842-4.7% | $3,740+74.4% |
| Admin fee / account holder | $1,189 | $6,053-80.4% | $9,309-87.2% | $5,306-77.6% |