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 | $14,810 | $121,625-87.8% | $104,607-85.8% | $158,922-90.7% |
| Participation rate | 78.6% | 77.5%+1.0pp | 74.1%+4.5pp | 82.0%-3.4pp |
| Annual return | 9.58% | 465.26%-455.7pp | 340.46%-330.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,344 | $3,163-25.9% | $2,681-12.6% | $4,761-50.8% |
| Participant deferral / active EE | $2,790 | $4,177-33.2% | $3,740-25.4% | $5,982-53.4% |
| Admin fee / account holder | $2,825 | $7,787-63.7% | $6,473-56.4% | $11,246-74.9% |