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 | $50,387 | $74,888-32.7% | $71,209-29.2% | $142,382-64.6% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 18.11% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,400 | $2,854-50.9% | $2,721-48.5% | $4,299-67.4% |
| Participant deferral / active EE | $4,693 | $4,454+5.4% | $4,175+12.4% | $6,507-27.9% |
| Admin fee / account holder | $693 | $5,568-87.6% | $5,349-87.0% | $12,624-94.5% |