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 | $23,289 | $77,145-69.8% | $108,410-78.5% | $85,850-72.9% |
| Participation rate | 73.3% | 74.7%-1.3pp | 80.1%-6.8pp | 69.3%+4.0pp |
| Annual return | 16.72% | 44.54%-27.8pp | 905.27%-888.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,349 | $2,379-1.3% | $3,558-34.0% | $2,565-8.4% |
| Participant deferral / active EE | $2,946 | $5,566-47.1% | $6,563-55.1% | $3,952-25.5% |
| Admin fee / account holder | $1,686 | $5,172-67.4% | $7,295-76.9% | $6,260-73.1% |