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 | $59,722 | $72,071-17.1% | $68,368-12.6% | $137,256-56.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 17.51% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,708 | $2,788-38.8% | $2,649-35.5% | $4,156-58.9% |
| Participant deferral / active EE | $3,056 | $4,410-30.7% | $4,123-25.9% | $6,407-52.3% |
| Admin fee / account holder | $864 | $5,336-83.8% | $5,150-83.2% | $12,270-93.0% |