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 | $49,335 | $132,634-62.8% | $115,768-57.4% | $137,256-64.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 10.93% | 160.70%-149.8pp | 100.46%-89.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,379 | $3,360-59.0% | $2,940-53.1% | $4,156-66.8% |
| Participant deferral / active EE | $3,711 | $5,619-34.0% | $4,917-24.5% | $6,407-42.1% |
| Admin fee / account holder | $3,772 | $15,028-74.9% | $12,439-69.7% | $12,270-69.3% |