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 | $33,880 | $95,416-64.5% | $185,823-81.8% | $85,850-60.5% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 15.67% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,236 | $3,314-62.7% | $5,167-76.1% | $2,565-51.8% |
| Participant deferral / active EE | $1,994 | $3,423-41.8% | $5,568-64.2% | $3,952-49.5% |
| Admin fee / account holder | $2,175 | $7,213-69.8% | $16,237-86.6% | $6,260-65.3% |