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 | $37,549 | $106,890-64.9% | $84,015-55.3% | $152,861-75.4% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.4%-3.9pp |
| Annual return | 19.08% | 104.99%-85.9pp | 71.31%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,507 | $2,734-8.3% | $1,983+26.4% | $4,762-47.4% |
| Participant deferral / active EE | $7,561 | $4,011+88.5% | $3,239+133.5% | $5,850+29.2% |
| Admin fee / account holder | $538 | $8,285-93.5% | $6,101-91.2% | $11,596-95.4% |