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 7-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 | $27,952 | $72,071-61.2% | $68,368-59.1% | $137,256-79.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 18.18% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,752 | $2,788-37.1% | $2,649-33.9% | $4,156-57.8% |
| Participant deferral / active EE | $5,196 | $4,410+17.8% | $4,123+26.0% | $6,407-18.9% |
| Admin fee / account holder | $1,628 | $5,336-69.5% | $5,150-68.4% | $12,270-86.7% |