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 | $50,564 | $135,952-62.8% | $123,892-59.2% | $273,961-81.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 11.18% | 56.63%-45.5pp | 47.52%-36.3pp | 41.45%-30.3pp |
| Employer contribution / active EE | $2,993 | $5,170-42.1% | $4,617-35.2% | $4,869-38.5% |
| Participant deferral / active EE | $4,044 | $6,343-36.2% | $5,984-32.4% | $5,287-23.5% |
| Admin fee / account holder | $423 | $9,817-95.7% | $8,357-94.9% | $10,132-95.8% |