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 | $53,073 | $129,942-59.2% | $104,294-49.1% | $134,475-60.5% |
| Participation rate | 85.0% | 79.5%+5.5pp | 73.3%+11.7pp | 81.2%+3.8pp |
| Annual return | 9.03% | 42.03%-33.0pp | 24.61%-15.6pp | 417.96%-408.9pp |
| Employer contribution / active EE | $3,398 | $4,184-18.8% | $3,372+0.8% | $4,740-28.3% |
| Participant deferral / active EE | $1,787 | $5,588-68.0% | $4,625-61.4% | $6,400-72.1% |
| Admin fee / account holder | $30,943 | $9,323+231.9% | $7,339+321.6% | $11,426+170.8% |