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 8-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 | $52,281 | $111,724-53.2% | $93,606-44.1% | $145,922-64.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 16.83% | 202.98%-186.1pp | 133.20%-116.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,149 | $3,090-30.4% | $2,420-11.2% | $4,660-53.9% |
| Participant deferral / active EE | $6,392 | $4,912+30.1% | $4,411+44.9% | $6,688-4.4% |
| Admin fee / account holder | $689 | $10,250-93.3% | $8,285-91.7% | $13,397-94.9% |