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 | $79,768 | $185,822-57.1% | $169,993-53.1% | $139,434-42.8% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 21.12% | 60.50%-39.4pp | 53.37%-32.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $4,905 | $7,590-35.4% | $6,785-27.7% | $4,751+3.2% |
| Participant deferral / active EE | $8,180 | $11,622-29.6% | $10,408-21.4% | $6,710+21.9% |
| Admin fee / account holder | $4,186 | $15,381-72.8% | $12,815-67.3% | $11,403-63.3% |