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 | $35,660 | $96,635-63.1% | $86,612-58.8% | $139,434-74.4% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 14.50% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,686 | $3,263-17.7% | $3,022-11.1% | $4,751-43.5% |
| Participant deferral / active EE | $4,461 | $4,836-7.8% | $4,438+0.5% | $6,710-33.5% |
| Admin fee / account holder | $1,177 | $6,408-81.6% | $5,614-79.0% | $11,403-89.7% |