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 | $27,729 | $48,795-43.2% | $65,493-57.7% | $84,808-67.3% |
| Participation rate | 74.3% | 67.0%+7.3pp | 73.1%+1.2pp | 68.3%+6.0pp |
| Annual return | 18.67% | 20.20%-1.5pp | 982.45%-963.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $939 | $1,930-51.3% | $2,574-63.5% | $2,631-64.3% |
| Participant deferral / active EE | $2,814 | $2,928-3.9% | $3,961-29.0% | $4,212-33.2% |
| Admin fee / account holder | $3,911 | $3,877+0.9% | $5,028-22.2% | $7,344-46.7% |