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 | $19,224 | $74,888-74.3% | $71,209-73.0% | $142,382-86.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 20.86% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,707 | $2,854-40.2% | $2,721-37.3% | $4,299-60.3% |
| Participant deferral / active EE | $1,821 | $4,454-59.1% | $4,175-56.4% | $6,507-72.0% |
| Admin fee / account holder | $2,961 | $5,568-46.8% | $5,349-44.6% | $12,624-76.5% |