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 | $36,840 | $53,822-31.6% | $75,696-51.3% | $85,850-57.1% |
| Participation rate | 81.3% | 69.1%+12.2pp | 74.8%+6.4pp | 69.3%+11.9pp |
| Annual return | 19.33% | 24.54%-5.2pp | 104.53%-85.2pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,767 | $2,017-12.4% | $2,743-35.6% | $2,565-31.1% |
| Participant deferral / active EE | $2,937 | $2,895+1.4% | $3,821-23.2% | $3,952-25.7% |
| Admin fee / account holder | $307 | $3,343-90.8% | $3,619-91.5% | $6,260-95.1% |