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 8-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 | $49,132 | $95,416-48.5% | $185,823-73.6% | $85,850-42.8% |
| Participation rate | 71.4% | 68.8%+2.7pp | 81.7%-10.3pp | 69.3%+2.1pp |
| Annual return | 19.20% | 23.59%-4.4pp | 122.05%-102.8pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,073 | $3,314-67.6% | $5,167-79.2% | $2,565-58.2% |
| Participant deferral / active EE | $2,587 | $3,423-24.4% | $5,568-53.5% | $3,952-34.5% |
| Admin fee / account holder | $2,359 | $7,213-67.3% | $16,237-85.5% | $6,260-62.3% |