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 | $35,579 | $91,552-61.1% | $133,956-73.4% | $79,858-55.4% |
| Participation rate | 88.7% | 73.3%+15.4pp | 79.8%+8.9pp | 69.6%+19.1pp |
| Annual return | 16.24% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,528 | $2,384-35.9% | $3,919-61.0% | $2,471-38.2% |
| Participant deferral / active EE | $2,728 | $3,733-26.9% | $5,048-45.9% | $3,740-27.1% |
| Admin fee / account holder | $13,731 | $6,321+117.2% | $8,927+53.8% | $5,306+158.8% |