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 | $34,959 | $127,777-72.6% | $106,548-67.2% | $167,490-79.1% |
| Participation rate | 72.7% | 78.3%-5.5pp | 76.1%-3.4pp | 82.1%-9.4pp |
| Annual return | 8.50% | 33.87%-25.4pp | 26.80%-18.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $3,795 | $3,427+10.7% | $2,819+34.6% | $4,837-21.6% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,843 | $11,228-56.9% | $7,407-34.6% | $12,309-60.7% |