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 | $25,795 | $95,971-73.1% | $74,550-65.4% | $135,375-80.9% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | 41.05% | 56.96%-15.9pp | 32.53%+8.5pp | 519.73%-478.7pp |
| Employer contribution / active EE | $1,958 | $2,716-27.9% | $1,961-0.1% | $4,779-59.0% |
| Participant deferral / active EE | $6,832 | $3,843+77.8% | $3,108+119.8% | $5,609+21.8% |
| Admin fee / account holder | $1,174 | $6,522-82.0% | $5,060-76.8% | $10,827-89.2% |