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 | $24,244 | $107,334-77.4% | $92,893-73.9% | $152,861-84.1% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.4%-3.3pp |
| Annual return | 72.60% | 145.58%-73.0pp | 109.41%-36.8pp | 345.32%-272.7pp |
| Employer contribution / active EE | $2,763 | $4,221-34.5% | $3,653-24.3% | $4,762-42.0% |
| Participant deferral / active EE | $5,369 | $4,845+10.8% | $4,236+26.7% | $5,850-8.2% |
| Admin fee / account holder | $471 | $7,079-93.4% | $5,794-91.9% | $11,596-95.9% |