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 8-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 | $70,887 | $226,064-68.6% | $182,532-61.2% | $152,861-53.6% |
| Participation rate | 82.6% | 82.5%+0.2pp | 78.0%+4.6pp | 82.4%+0.2pp |
| Annual return | 14.44% | 192.51%-178.1pp | 148.54%-134.1pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,468 | $4,978-70.5% | $4,076-64.0% | $4,762-69.2% |
| Participant deferral / active EE | $2,236 | $6,368-64.9% | $5,524-59.5% | $5,850-61.8% |
| Admin fee / account holder | $26,957 | $10,703+151.9% | $8,592+213.7% | $11,596+132.5% |