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 | $30,454 | $86,286-64.7% | $111,297-72.6% | $85,850-64.5% |
| Participation rate | 75.8% | 73.3%+2.5pp | 77.3%-1.5pp | 69.3%+6.5pp |
| Annual return | 15.11% | 19.99%-4.9pp | 54.65%-39.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,396 | $2,043+66.2% | $2,731+24.3% | $2,565+32.4% |
| Participant deferral / active EE | $7,711 | $3,641+111.8% | $4,487+71.8% | $3,952+95.1% |
| Admin fee / account holder | $3,658 | $8,188-55.3% | $7,964-54.1% | $6,260-41.6% |