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 | $23,903 | $48,795-51.0% | $65,493-63.5% | $84,808-71.8% |
| Participation rate | 74.6% | 67.0%+7.6pp | 73.1%+1.5pp | 68.3%+6.3pp |
| Annual return | 16.86% | 20.20%-3.3pp | 982.45%-965.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $588 | $1,930-69.5% | $2,574-77.2% | $2,631-77.6% |
| Participant deferral / active EE | $2,396 | $2,928-18.2% | $3,961-39.5% | $4,212-43.1% |
| Admin fee / account holder | $3,893 | $3,877+0.4% | $5,028-22.6% | $7,344-47.0% |