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 | $24,223 | $65,561-63.1% | $86,188-71.9% | $75,163-67.8% |
| Participation rate | 75.8% | 60.5%+15.3pp | 69.0%+6.8pp | 67.2%+8.6pp |
| Annual return | 19.59% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,575 | $1,553+1.5% | $2,380-33.8% | $2,670-41.0% |
| Participant deferral / active EE | $2,134 | $3,024-29.4% | $3,985-46.4% | $4,125-48.3% |
| Admin fee / account holder | $577 | $5,474-89.5% | $6,852-91.6% | $5,651-89.8% |