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 | $24,062 | $89,355-73.1% | $141,162-83.0% | $72,985-67.0% |
| Participation rate | 74.7% | 75.1%-0.4pp | 82.5%-7.7pp | 69.5%+5.3pp |
| Annual return | 90.35% | 111.85%-21.5pp | 71.39%+19.0pp | 81.00%+9.4pp |
| Employer contribution / active EE | $1,428 | $3,114-54.1% | $4,735-69.8% | $2,440-41.5% |
| Participant deferral / active EE | $3,200 | $5,418-40.9% | $6,709-52.3% | $3,607-11.3% |
| Admin fee / account holder | $562 | $5,958-90.6% | $10,261-94.5% | $5,124-89.0% |