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 | $49,500 | $57,281-13.6% | $86,612-42.8% | $75,163-34.1% |
| Participation rate | 81.3% | 63.2%+18.1pp | 71.7%+9.6pp | 67.2%+14.1pp |
| Annual return | 16.43% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,112 | $2,314-52.0% | $3,022-63.2% | $2,670-58.4% |
| Participant deferral / active EE | $3,269 | $3,318-1.5% | $4,438-26.3% | $4,125-20.7% |
| Admin fee / account holder | $3,803 | $4,112-7.5% | $5,614-32.3% | $5,651-32.7% |