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 | $41,915 | $112,096-62.6% | $95,952-56.3% | $158,922-73.6% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 8.63% | 171.09%-162.5pp | 91.61%-83.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,233 | $3,198-30.2% | $2,541-12.1% | $4,761-53.1% |
| Participant deferral / active EE | $4,434 | $4,784-7.3% | $4,167+6.4% | $5,982-25.9% |
| Admin fee / account holder | $4,066 | $10,130-59.9% | $6,795-40.2% | $11,246-63.8% |