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 | $22,825 | $165,912-86.2% | $122,332-81.3% | $147,584-84.5% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 18.83% | 34.55%-15.7pp | 30.27%-11.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,143 | $5,754-80.1% | $4,050-71.8% | $4,876-76.6% |
| Participant deferral / active EE | $2,617 | $4,005-34.7% | $3,287-20.4% | $5,439-51.9% |
| Admin fee / account holder | $5,732 | $7,424-22.8% | $5,478+4.6% | $10,885-47.3% |