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 | $29,257 | $123,909-76.4% | $69,647-58.0% | $145,922-80.0% |
| Participation rate | 78.6% | 69.2%+9.4pp | 66.5%+12.1pp | 80.3%-1.7pp |
| Annual return | 11.47% | 190.55%-179.1pp | 100.48%-89.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,469 | $2,682-45.2% | $1,712-14.2% | $4,660-68.5% |
| Participant deferral / active EE | $1,850 | $4,236-56.3% | $2,886-35.9% | $6,688-72.3% |
| Admin fee / account holder | $4,446 | $7,863-43.5% | $4,713-5.7% | $13,397-66.8% |