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 | $22,279 | $107,934-79.4% | $91,989-75.8% | $152,861-85.4% |
| Participation rate | 77.8% | 81.2%-3.4pp | 78.6%-0.9pp | 82.4%-4.7pp |
| Annual return | 47.82% | 89.24%-41.4pp | 69.02%-21.2pp | 345.32%-297.5pp |
| Employer contribution / active EE | $1,301 | $4,210-69.1% | $3,452-62.3% | $4,762-72.7% |
| Participant deferral / active EE | $6,228 | $6,364-2.1% | $5,923+5.2% | $5,850+6.5% |
| Admin fee / account holder | $1,092 | $10,520-89.6% | $7,743-85.9% | $11,596-90.6% |