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 | $57,155 | $105,931-46.0% | $81,930-30.2% | $158,922-64.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 22.00% | 38.17%-16.2pp | 29.49%-7.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $4,320 | $7,800-44.6% | $4,310+0.2% | $4,761-9.3% |
| Participant deferral / active EE | $7,400 | $13,003-43.1% | $7,107+4.1% | $5,982+23.7% |
| Admin fee / account holder | $584 | $8,489-93.1% | $5,158-88.7% | $11,246-94.8% |