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 | $34,410 | $100,004-65.6% | $81,438-57.7% | $145,959-76.4% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.5%+1.1pp | 80.3%-9.7pp |
| Annual return | 9.80% | 34.34%-24.5pp | 24.74%-14.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,559 | $2,970-47.5% | $2,460-36.6% | $4,661-66.5% |
| Participant deferral / active EE | $2,636 | $4,603-42.7% | $3,883-32.1% | $6,689-60.6% |
| Admin fee / account holder | $37,857 | $8,202+361.6% | $5,764+556.8% | $13,398+182.6% |