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 | $36,733 | $115,770-68.3% | $101,248-63.7% | $158,922-76.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 22.75% | 56.14%-33.4pp | 46.47%-23.7pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,638 | $4,175-60.8% | $3,660-55.2% | $4,761-65.6% |
| Participant deferral / active EE | $4,921 | $4,957-0.7% | $4,370+12.6% | $5,982-17.7% |
| Admin fee / account holder | $750 | $7,245-89.6% | $5,945-87.4% | $11,246-93.3% |