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 | $50,667 | $105,931-52.2% | $81,930-38.2% | $158,922-68.1% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.0%+5.8pp | 82.0%-4.2pp |
| Annual return | 9.36% | 38.17%-28.8pp | 29.49%-20.1pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,148 | $7,800-85.3% | $4,310-73.4% | $4,761-75.9% |
| Participant deferral / active EE | $4,050 | $13,003-68.9% | $7,107-43.0% | $5,982-32.3% |
| Admin fee / account holder | $674 | $8,489-92.1% | $5,158-86.9% | $11,246-94.0% |