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 | $41,588 | $121,625-65.8% | $104,607-60.2% | $158,922-73.8% |
| Participation rate | 78.6% | 77.5%+1.0pp | 74.1%+4.5pp | 82.0%-3.4pp |
| Annual return | 42.46% | 465.26%-422.8pp | 340.46%-298.0pp | 302.83%-260.4pp |
| Employer contribution / active EE | $3,500 | $3,163+10.7% | $2,681+30.6% | $4,761-26.5% |
| Participant deferral / active EE | $5,437 | $4,177+30.2% | $3,740+45.4% | $5,982-9.1% |
| Admin fee / account holder | $10,386 | $7,787+33.4% | $6,473+60.4% | $11,246-7.6% |