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 8-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 | $28,144 | $72,071-61.0% | $68,368-58.8% | $137,256-79.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 16.27% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,261 | $2,788-54.8% | $2,649-52.4% | $4,156-69.7% |
| Participant deferral / active EE | $1,917 | $4,410-56.5% | $4,123-53.5% | $6,407-70.1% |
| Admin fee / account holder | $4,310 | $5,336-19.2% | $5,150-16.3% | $12,270-64.9% |