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 | $34,421 | $102,616-66.5% | $81,983-58.0% | $158,922-78.3% |
| Participation rate | 79.2% | 75.5%+3.6pp | 69.2%+9.9pp | 82.0%-2.8pp |
| Annual return | 44.90% | 61.04%-16.1pp | 41.31%+3.6pp | 302.83%-257.9pp |
| Employer contribution / active EE | $3,884 | $3,240+19.9% | $2,498+55.5% | $4,761-18.4% |
| Participant deferral / active EE | $8,684 | $4,648+86.8% | $3,722+133.3% | $5,982+45.2% |
| Admin fee / account holder | $2,512 | $8,235-69.5% | $5,664-55.6% | $11,246-77.7% |