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 | $83,147 | $102,616-19.0% | $81,983+1.4% | $158,922-47.7% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.2%+3.0pp | 82.0%-9.7pp |
| Annual return | 8.58% | 61.04%-52.5pp | 41.31%-32.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,081 | $4,648-55.2% | $3,722-44.1% | $5,982-65.2% |
| Admin fee / account holder | $497 | $8,235-94.0% | $5,664-91.2% | $11,246-95.6% |