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 7-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 | $27,427 | $68,346-59.9% | $94,646-71.0% | $75,163-63.5% |
| Participation rate | 92.5% | 76.1%+16.4pp | 80.8%+11.7pp | 67.2%+25.3pp |
| Annual return | 20.40% | 616.93%-596.5pp | 156.71%-136.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,677 | $6,537+63.3% | $7,418+43.9% | $4,125+158.8% |
| Admin fee / account holder | $2,772 | $5,326-48.0% | $7,231-61.7% | $5,651-50.9% |