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 | $24,502 | $112,096-78.1% | $95,952-74.5% | $158,922-84.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 41.28% | 171.09%-129.8pp | 91.61%-50.3pp | 302.83%-261.5pp |
| Employer contribution / active EE | $1,304 | $3,198-59.2% | $2,541-48.7% | $4,761-72.6% |
| Participant deferral / active EE | $10,813 | $4,784+126.0% | $4,167+159.5% | $5,982+80.7% |
| Admin fee / account holder | $1,064 | $10,130-89.5% | $6,795-84.3% | $11,246-90.5% |