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 | $47,003 | $96,484-51.3% | $75,886-38.1% | $152,861-69.3% |
| Participation rate | 76.2% | 76.2%0pp | 69.3%+6.9pp | 82.4%-6.3pp |
| Annual return | 21.78% | 33.98%-12.2pp | 30.76%-9.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $849 | $3,309-74.3% | $2,500-66.0% | $4,762-82.2% |
| Participant deferral / active EE | $2,747 | $4,553-39.7% | $3,603-23.7% | $5,850-53.0% |
| Admin fee / account holder | $26,122 | $8,078+223.4% | $5,418+382.1% | $11,596+125.3% |