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 | $40,218 | $74,888-46.3% | $71,209-43.5% | $142,382-71.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.95% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,510 | $2,854-47.1% | $2,721-44.5% | $4,299-64.9% |
| Participant deferral / active EE | $1,685 | $4,454-62.2% | $4,175-59.6% | $6,507-74.1% |
| Admin fee / account holder | $353 | $5,568-93.7% | $5,349-93.4% | $12,624-97.2% |