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 | $22,499 | $102,966-78.1% | $90,281-75.1% | $152,861-85.3% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 29.09% | 95.16%-66.1pp | 78.10%-49.0pp | 345.32%-316.2pp |
| Employer contribution / active EE | $2,067 | $3,139-34.1% | $2,854-27.6% | $4,762-56.6% |
| Participant deferral / active EE | $4,896 | $4,281+14.4% | $3,885+26.0% | $5,850-16.3% |
| Admin fee / account holder | $4,079 | $6,171-33.9% | $5,351-23.8% | $11,596-64.8% |