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 6-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 | $23,212 | $126,574-81.7% | $106,213-78.1% | $145,922-84.1% |
| Participation rate | 78.6% | 77.6%+0.9pp | 75.3%+3.3pp | 80.3%-1.7pp |
| Annual return | 16.13% | 224.79%-208.7pp | 116.14%-100.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,827 | $3,730-51.0% | $3,171-42.4% | $4,660-60.8% |
| Participant deferral / active EE | $5,572 | $5,724-2.6% | $5,016+11.1% | $6,688-16.7% |
| Admin fee / account holder | $855 | $17,304-95.1% | $11,033-92.3% | $13,397-93.6% |