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 | $63,138 | $106,890-40.9% | $84,015-24.8% | $152,861-58.7% |
| Participation rate | 76.5% | 75.2%+1.2pp | 69.0%+7.5pp | 82.4%-6.0pp |
| Annual return | 16.97% | 104.99%-88.0pp | 71.31%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $961 | $2,734-64.8% | $1,983-51.5% | $4,762-79.8% |
| Participant deferral / active EE | $1,414 | $4,011-64.8% | $3,239-56.3% | $5,850-75.8% |
| Admin fee / account holder | $580 | $8,285-93.0% | $6,101-90.5% | $11,596-95.0% |