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 | $104,974-58.4% | $95,585-54.3% | $142,382-69.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 17.03% | 210.33%-193.3pp | 38.56%-21.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,378 | $2,779-50.4% | $2,527-45.5% | $4,299-68.0% |
| Participant deferral / active EE | $2,117 | $4,352-51.4% | $4,023-47.4% | $6,507-67.5% |
| Admin fee / account holder | $811 | $6,386-87.3% | $6,127-86.8% | $12,624-93.6% |