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 6-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 | $26,976 | $115,770-76.7% | $101,248-73.4% | $158,922-83.0% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 29.23% | 56.14%-26.9pp | 46.47%-17.2pp | 302.83%-273.6pp |
| Employer contribution / active EE | $2,165 | $4,175-48.1% | $3,660-40.8% | $4,761-54.5% |
| Participant deferral / active EE | $5,994 | $4,957+20.9% | $4,370+37.2% | $5,982+0.2% |
| Admin fee / account holder | $356 | $7,245-95.1% | $5,945-94.0% | $11,246-96.8% |