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 | $32,043 | $112,096-71.4% | $95,952-66.6% | $158,922-79.8% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 10.63% | 171.09%-160.5pp | 91.61%-81.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,570 | $3,198-50.9% | $2,541-38.2% | $4,761-67.0% |
| Participant deferral / active EE | $2,788 | $4,784-41.7% | $4,167-33.1% | $5,982-53.4% |
| Admin fee / account holder | $7,042 | $10,130-30.5% | $6,795+3.6% | $11,246-37.4% |