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 | $31,932 | $74,888-57.4% | $71,209-55.2% | $142,382-77.6% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.1%-1.0pp |
| Annual return | 14.05% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,293 | $2,854-19.7% | $2,721-15.7% | $4,299-46.7% |
| Participant deferral / active EE | $5,169 | $4,454+16.0% | $4,175+23.8% | $6,507-20.6% |
| Admin fee / account holder | $7,004 | $5,568+25.8% | $5,349+30.9% | $12,624-44.5% |