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 | $26,370 | $117,381-77.5% | $99,443-73.5% | $152,861-82.7% |
| Participation rate | 73.3% | 77.5%-4.2pp | 73.8%-0.5pp | 82.4%-9.1pp |
| Annual return | 24.29% | 31.87%-7.6pp | 30.72%-6.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,729 | $3,013-9.4% | $2,540+7.5% | $4,762-42.7% |
| Participant deferral / active EE | $4,381 | $4,086+7.2% | $3,619+21.1% | $5,850-25.1% |
| Admin fee / account holder | $924 | $7,631-87.9% | $6,250-85.2% | $11,596-92.0% |