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 7-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 | $29,245 | $91,190-67.9% | $178,490-83.6% | $79,858-63.4% |
| Participation rate | 71.9% | 69.2%+2.7pp | 81.9%-10.0pp | 69.6%+2.2pp |
| Annual return | 104.48% | 24.19%+80.3pp | 151.07%-46.6pp | 31.71%+72.8pp |
| Employer contribution / active EE | $3,779 | $3,256+16.1% | $5,011-24.6% | $2,471+53.0% |
| Participant deferral / active EE | $4,158 | $3,236+28.5% | $5,202-20.1% | $3,740+11.2% |
| Admin fee / account holder | $1,632 | $6,751-75.8% | $13,984-88.3% | $5,306-69.2% |