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 | $51,636 | $80,753-36.1% | $136,294-62.1% | $62,292-17.1% |
| Participation rate | 70.3% | 73.5%-3.2pp | 81.9%-11.6pp | 69.5%+0.8pp |
| Annual return | 19.15% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,695 | $2,884-41.2% | $4,695-63.9% | $2,042-17.0% |
| Participant deferral / active EE | $3,193 | $5,164-38.2% | $6,247-48.9% | $3,169+0.7% |
| Admin fee / account holder | $2,950 | $525+461.5% | $9,243-68.1% | $479+515.4% |