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 | $36,759 | $99,652-63.1% | $78,778-53.3% | $147,584-75.1% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 69.08% | 47.28%+21.8pp | 35.62%+33.5pp | 578.55%-509.5pp |
| Employer contribution / active EE | $1,494 | $2,796-46.6% | $1,986-24.8% | $4,876-69.4% |
| Participant deferral / active EE | $4,360 | $3,664+19.0% | $2,958+47.4% | $5,439-19.8% |
| Admin fee / account holder | $9,761 | $7,155+36.4% | $5,134+90.1% | $10,885-10.3% |