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 5-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 | $33,006 | $102,382-67.8% | $147,005-77.5% | $80,874-59.2% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 21.36% | 134.89%-113.5pp | 418.76%-397.4pp | 35.62%-14.3pp |
| Employer contribution / active EE | $3,813 | $3,715+2.6% | $4,934-22.7% | $2,756+38.4% |
| Participant deferral / active EE | $8,942 | $6,646+34.5% | $8,070+10.8% | $4,297+108.1% |
| Admin fee / account holder | $2,666 | $7,942-66.4% | $13,006-79.5% | $6,935-61.6% |