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 | $19,829 | $110,809-82.1% | $86,874-77.2% | $167,490-88.2% |
| Participation rate | 73.3% | 75.8%-2.5pp | 71.6%+1.7pp | 82.1%-8.8pp |
| Annual return | 19.81% | 116.98%-97.2pp | 63.52%-43.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,041 | $3,244-67.9% | $2,495-58.3% | $4,837-78.5% |
| Participant deferral / active EE | $5,828 | $4,546+28.2% | $3,699+57.6% | $6,341-8.1% |
| Admin fee / account holder | $393 | $8,415-95.3% | $5,828-93.2% | $12,309-96.8% |