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 | $23,086 | $70,428-67.2% | $96,562-76.1% | $85,850-73.1% |
| Participation rate | 73.2% | 61.8%+11.4pp | 69.8%+3.4pp | 69.3%+3.9pp |
| Annual return | 34.16% | 18.59%+15.6pp | 37.78%-3.6pp | 318.53%-284.4pp |
| Employer contribution / active EE | $1,579 | $1,413+11.7% | $2,356-33.0% | $2,565-38.5% |
| Participant deferral / active EE | $1,987 | $2,894-31.3% | $3,849-48.4% | $3,952-49.7% |
| Admin fee / account holder | $1,039 | $4,997-79.2% | $6,181-83.2% | $6,260-83.4% |