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 | $33,467 | $117,381-71.5% | $99,443-66.3% | $152,861-78.1% |
| Participation rate | 87.0% | 77.5%+9.4pp | 73.8%+13.1pp | 82.4%+4.5pp |
| Annual return | 22.81% | 31.87%-9.1pp | 30.72%-7.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,784 | $3,013-40.8% | $2,540-29.8% | $4,762-62.5% |
| Participant deferral / active EE | $3,909 | $4,086-4.3% | $3,619+8.0% | $5,850-33.2% |
| Admin fee / account holder | $2,220 | $7,631-70.9% | $6,250-64.5% | $11,596-80.9% |