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 | $75,509 | $185,822-59.4% | $169,993-55.6% | $139,434-45.8% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 24.17% | 60.50%-36.3pp | 53.37%-29.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,978 | $7,590-73.9% | $6,785-70.9% | $4,751-58.4% |
| Participant deferral / active EE | $8,971 | $11,622-22.8% | $10,408-13.8% | $6,710+33.7% |
| Admin fee / account holder | $870 | $15,381-94.3% | $12,815-93.2% | $11,403-92.4% |