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 7-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 | $33,025 | $150,187-78.0% | $120,354-72.6% | $145,922-77.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 12.61% | 154.07%-141.5pp | 107.15%-94.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,658 | $4,348-38.9% | $3,463-23.3% | $4,660-43.0% |
| Participant deferral / active EE | $3,986 | $6,173-35.4% | $4,991-20.1% | $6,688-40.4% |
| Admin fee / account holder | $3,867 | $12,207-68.3% | $9,423-59.0% | $13,397-71.1% |