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 7-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 | $43,668 | $101,618-57.0% | $93,063-53.1% | $137,256-68.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 17.03% | 223.95%-206.9pp | 34.15%-17.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,378 | $2,707-49.1% | $2,476-44.4% | $4,156-66.8% |
| Participant deferral / active EE | $2,117 | $4,279-50.5% | $3,958-46.5% | $6,407-67.0% |
| Admin fee / account holder | $811 | $6,198-86.9% | $6,033-86.6% | $12,270-93.4% |