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 8-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 | $25,640 | $115,770-77.9% | $101,248-74.7% | $158,922-83.9% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 7.80% | 56.14%-48.3pp | 46.47%-38.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,808 | $4,175-56.7% | $3,660-50.6% | $4,761-62.0% |
| Participant deferral / active EE | $3,882 | $4,957-21.7% | $4,370-11.2% | $5,982-35.1% |
| Admin fee / account holder | $2,857 | $7,245-60.6% | $5,945-51.9% | $11,246-74.6% |