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 | $71,389 | $127,777-44.1% | $106,548-33.0% | $167,490-57.4% |
| Participation rate | 76.5% | 78.3%-1.8pp | 76.1%+0.3pp | 82.1%-5.6pp |
| Annual return | 35.43% | 33.87%+1.6pp | 26.80%+8.6pp | 478.56%-443.1pp |
| Employer contribution / active EE | $750 | $3,427-78.1% | $2,819-73.4% | $4,837-84.5% |
| Participant deferral / active EE | $2,594 | $5,087-49.0% | $4,398-41.0% | $6,341-59.1% |
| Admin fee / account holder | $20,173 | $11,228+79.7% | $7,407+172.3% | $12,309+63.9% |