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 | $30,396 | $58,927-48.4% | $76,817-60.4% | $72,985-58.4% |
| Participation rate | 88.0% | 67.3%+20.7pp | 72.1%+15.9pp | 69.5%+18.5pp |
| Annual return | 24.29% | 2305.64%-2281.4pp | 1166.11%-1141.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,693 | $1,787-5.3% | $2,302-26.5% | $2,440-30.6% |
| Participant deferral / active EE | $2,623 | $2,690-2.5% | $3,336-21.4% | $3,607-27.3% |
| Admin fee / account holder | $655 | $4,013-83.7% | $6,420-89.8% | $5,124-87.2% |