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 6-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 | $29,430 | $154,117-80.9% | $129,995-77.4% | $139,434-78.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 27.22% | 32.48%-5.3pp | -137.18%+164.4pp | 372.94%-345.7pp |
| Employer contribution / active EE | $3,094 | $5,289-41.5% | $4,320-28.4% | $4,751-34.9% |
| Participant deferral / active EE | $3,261 | $6,710-51.4% | $5,820-44.0% | $6,710-51.4% |
| Admin fee / account holder | $1,899 | $14,007-86.4% | $10,614-82.1% | $11,403-83.3% |