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 | $31,098 | $91,190-65.9% | $178,490-82.6% | $79,858-61.1% |
| Participation rate | 79.4% | 69.2%+10.2pp | 81.9%-2.5pp | 69.6%+9.8pp |
| Annual return | 18.17% | 24.19%-6.0pp | 151.07%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,057 | $3,256-36.8% | $5,011-58.9% | $2,471-16.7% |
| Participant deferral / active EE | $3,867 | $3,236+19.5% | $5,202-25.7% | $3,740+3.4% |
| Admin fee / account holder | $496 | $6,751-92.7% | $13,984-96.5% | $5,306-90.7% |