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 | $23,321 | $81,632-71.4% | $70,449-66.9% | $158,922-85.3% |
| Participation rate | 86.4% | 77.7%+8.6pp | 75.1%+11.3pp | 82.0%+4.4pp |
| Annual return | 16.70% | 208.40%-191.7pp | 109.03%-92.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $487 | $3,217-84.9% | $2,737-82.2% | $4,761-89.8% |
| Participant deferral / active EE | $3,708 | $4,554-18.6% | $3,7090% | $5,982-38.0% |
| Admin fee / account holder | $1,238 | $6,193-80.0% | $3,845-67.8% | $11,246-89.0% |