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 | $43,928 | $78,422-44.0% | $95,952-54.2% | $79,858-45.0% |
| Participation rate | 76.2% | 73.5%+2.7pp | 77.1%-0.9pp | 69.6%+6.6pp |
| Annual return | 202.15% | 19.37%+182.8pp | 91.61%+110.5pp | 31.71%+170.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,475 | $3,440+117.3% | $4,167+79.4% | $3,740+99.9% |
| Admin fee / account holder | $6,461 | $5,622+14.9% | $6,795-4.9% | $5,306+21.8% |