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 | $49,242 | $91,190-46.0% | $178,490-72.4% | $79,858-38.3% |
| Participation rate | 74.2% | 69.2%+5.0pp | 81.9%-7.7pp | 69.6%+4.6pp |
| Annual return | 21.06% | 24.19%-3.1pp | 151.07%-130.0pp | 31.71%-10.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,432 | $3,236+222.3% | $5,202+100.5% | $3,740+178.9% |
| Admin fee / account holder | $2,259 | $6,751-66.5% | $13,984-83.8% | $5,306-57.4% |