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 | $66,154 | $183,519-64.0% | $155,509-57.5% | $145,922-54.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.33% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,446 | $5,313-72.8% | $4,672-69.0% | $4,660-69.0% |
| Participant deferral / active EE | $4,599 | $6,462-28.8% | $5,626-18.3% | $6,688-31.2% |
| Admin fee / account holder | $437 | $19,313-97.7% | $15,912-97.3% | $13,397-96.7% |