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 | $23,144 | $115,770-80.0% | $101,248-77.1% | $158,922-85.4% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 15.53% | 56.14%-40.6pp | 46.47%-30.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,632 | $4,175-60.9% | $3,660-55.4% | $4,761-65.7% |
| Participant deferral / active EE | $5,353 | $4,957+8.0% | $4,370+22.5% | $5,982-10.5% |
| Admin fee / account holder | $2,399 | $7,245-66.9% | $5,945-59.7% | $11,246-78.7% |