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 | $28,336 | $111,754-74.6% | $103,333-72.6% | $145,922-80.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 68.75% | 24.77%+44.0pp | 24.88%+43.9pp | 561.29%-492.5pp |
| Employer contribution / active EE | $2,162 | $4,212-48.7% | $3,868-44.1% | $4,660-53.6% |
| Participant deferral / active EE | $5,494 | $5,619-2.2% | $5,057+8.6% | $6,688-17.8% |
| Admin fee / account holder | $304 | $9,750-96.9% | $8,355-96.4% | $13,397-97.7% |