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 | $29,368 | $99,020-70.3% | $86,590-66.1% | $147,584-80.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 10.95% | 1312.34%-1301.4pp | 964.84%-953.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $920 | $3,132-70.6% | $2,839-67.6% | $4,876-81.1% |
| Participant deferral / active EE | $2,448 | $3,972-38.4% | $3,609-32.2% | $5,439-55.0% |
| Admin fee / account holder | $504 | $5,710-91.2% | $4,906-89.7% | $10,885-95.4% |