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 | $31,125 | $101,618-69.4% | $93,063-66.6% | $137,256-77.3% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 16.46% | 223.95%-207.5pp | 34.15%-17.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,954 | $2,707-27.8% | $2,476-21.1% | $4,156-53.0% |
| Participant deferral / active EE | $4,353 | $4,279+1.7% | $3,958+10.0% | $6,407-32.1% |
| Admin fee / account holder | $2,584 | $6,198-58.3% | $6,033-57.2% | $12,270-78.9% |