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 | $28,649 | $65,365-56.2% | $92,893-69.2% | $72,985-60.7% |
| Participation rate | 71.2% | 68.3%+2.9pp | 76.0%-4.8pp | 69.5%+1.7pp |
| Annual return | 23.66% | 42.10%-18.4pp | 109.41%-85.8pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,471 | $2,594-43.3% | $3,653-59.7% | $2,440-39.7% |
| Participant deferral / active EE | $4,124 | $3,128+31.8% | $4,236-2.7% | $3,607+14.3% |
| Admin fee / account holder | $798 | $4,251-81.2% | $5,794-86.2% | $5,124-84.4% |