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 | $75,235 | $44,850+67.7% | $60,547+24.3% | $59,632+26.2% |
| Participation rate | 70.0% | 59.5%+10.5pp | 68.0%+2.0pp | 68.7%+1.3pp |
| Annual return | -1.49% | 1074.14%-1075.6pp | 335.64%-337.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,545 | $1,462+5.7% | $2,419-36.1% | $2,203-29.9% |
| Participant deferral / active EE | $3,662 | $2,230+64.3% | $3,328+10.1% | $3,192+14.8% |
| Admin fee / account holder | $21,033 | $3,635+478.6% | $4,536+363.7% | $4,297+389.5% |