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 4-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 | $54,018 | $108,919-50.4% | $100,391-46.2% | $145,922-63.0% |
| Participation rate | 77.8% | 82.9%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 12.43% | 57.88%-45.5pp | 49.20%-36.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,154 | $4,419-51.3% | $3,942-45.3% | $4,660-53.8% |
| Participant deferral / active EE | $7,559 | $8,445-10.5% | $8,082-6.5% | $6,688+13.0% |
| Admin fee / account holder | $808 | $9,689-91.7% | $7,899-89.8% | $13,397-94.0% |