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 | $71,256 | $102,317-30.4% | $146,958-51.5% | $80,856-11.9% |
| Participation rate | 71.0% | 75.8%-4.9pp | 82.2%-11.2pp | 67.6%+3.3pp |
| Annual return | 15.38% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,537 | $3,713-4.7% | $4,933-28.3% | $2,755+28.4% |
| Participant deferral / active EE | $4,360 | $6,644-34.4% | $8,070-46.0% | $4,296+1.5% |
| Admin fee / account holder | $4,496 | $7,941-43.4% | $12,998-65.4% | $6,918-35.0% |