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 | $29,016 | $115,770-74.9% | $101,248-71.3% | $158,922-81.7% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | 21.27% | 56.14%-34.9pp | 46.47%-25.2pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,639 | $4,175-60.7% | $3,660-55.2% | $4,761-65.6% |
| Participant deferral / active EE | $6,546 | $4,957+32.1% | $4,370+49.8% | $5,982+9.4% |
| Admin fee / account holder | $517 | $7,245-92.9% | $5,945-91.3% | $11,246-95.4% |