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 | $44,460 | $74,888-40.6% | $71,209-37.6% | $142,382-68.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 15.76% | 345.14%-329.4pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,590 | $2,854+25.8% | $2,721+31.9% | $4,299-16.5% |
| Participant deferral / active EE | $3,284 | $4,454-26.3% | $4,175-21.4% | $6,507-49.5% |
| Admin fee / account holder | $1,886 | $5,568-66.1% | $5,349-64.7% | $12,624-85.1% |