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 | $36,670 | $118,849-69.1% | $96,562-62.0% | $167,490-78.1% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 13.79% | 50.49%-36.7pp | 37.78%-24.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,227 | $3,120-60.7% | $2,356-47.9% | $4,837-74.6% |
| Participant deferral / active EE | $6,722 | $4,616+45.6% | $3,849+74.7% | $6,341+6.0% |
| Admin fee / account holder | $1,542 | $8,065-80.9% | $6,181-75.0% | $12,309-87.5% |