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 6-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 | $23,853 | $102,966-76.8% | $90,281-73.6% | $152,861-84.4% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 17.47% | 95.16%-77.7pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,099 | $3,139-65.0% | $2,854-61.5% | $4,762-76.9% |
| Participant deferral / active EE | $4,003 | $4,281-6.5% | $3,885+3.0% | $5,850-31.6% |
| Admin fee / account holder | $12,736 | $6,171+106.4% | $5,351+138.0% | $11,596+9.8% |