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 | $24,961 | $65,365-61.8% | $92,893-73.1% | $72,985-65.8% |
| Participation rate | 76.3% | 68.3%+8.0pp | 76.0%+0.3pp | 69.5%+6.8pp |
| Annual return | 26.35% | 42.10%-15.8pp | 109.41%-83.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,378 | $2,594-8.3% | $3,653-34.9% | $2,440-2.5% |
| Participant deferral / active EE | $4,424 | $3,128+41.4% | $4,236+4.4% | $3,607+22.6% |
| Admin fee / account holder | $1,179 | $4,251-72.3% | $5,794-79.6% | $5,124-77.0% |