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 | $28,072 | $93,571-70.0% | $135,903-79.3% | $75,163-62.7% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 27.01% | 30.90%-3.9pp | 68.23%-41.2pp | 160.62%-133.6pp |
| Employer contribution / active EE | $3,241 | $3,537-8.4% | $4,856-33.3% | $2,670+21.4% |
| Participant deferral / active EE | $8,008 | $6,404+25.1% | $7,758+3.2% | $4,125+94.1% |
| Admin fee / account holder | $2,016 | $6,975-71.1% | $10,762-81.3% | $5,651-64.3% |