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 | $35,818 | $97,125-63.1% | $86,233-58.5% | $137,256-73.9% |
| Participation rate | 78.6% | 74.2%+4.4pp | 69.0%+9.6pp | 80.0%-1.4pp |
| Annual return | 17.05% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,403 | $2,841-50.6% | $2,504-44.0% | $4,156-66.3% |
| Participant deferral / active EE | $3,888 | $5,180-24.9% | $4,559-14.7% | $6,407-39.3% |
| Admin fee / account holder | $1,443 | $9,725-85.2% | $8,342-82.7% | $12,270-88.2% |