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 | $37,183 | $91,538-59.4% | $129,995-71.4% | $75,163-50.5% |
| Participation rate | 94.4% | 71.4%+23.0pp | 78.5%+16.0pp | 67.2%+27.3pp |
| Annual return | 16.24% | -631.11%+647.4pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,060 | $2,845-27.6% | $4,320-52.3% | $2,670-22.8% |
| Participant deferral / active EE | $4,954 | $4,341+14.1% | $5,820-14.9% | $4,125+20.1% |
| Admin fee / account holder | $4,453 | $6,790-34.4% | $10,614-58.1% | $5,651-21.2% |