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 | $21,668 | $74,888-71.1% | $71,209-69.6% | $142,382-84.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 17.89% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,211 | $2,854-57.6% | $2,721-55.5% | $4,299-71.8% |
| Participant deferral / active EE | $2,759 | $4,454-38.1% | $4,175-33.9% | $6,507-57.6% |
| Admin fee / account holder | $1,371 | $5,568-75.4% | $5,349-74.4% | $12,624-89.1% |