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 6-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 | $32,130 | $101,618-68.4% | $93,063-65.5% | $137,256-76.6% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 16.11% | 223.95%-207.8pp | 34.15%-18.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,575 | $2,707-41.8% | $2,476-36.4% | $4,156-62.1% |
| Participant deferral / active EE | $1,836 | $4,279-57.1% | $3,958-53.6% | $6,407-71.3% |
| Admin fee / account holder | $465 | $6,198-92.5% | $6,033-92.3% | $12,270-96.2% |