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 | $47,574 | $101,317-53.0% | $146,958-67.6% | $74,495-36.1% |
| Participation rate | 84.7% | 75.5%+9.2pp | 82.2%+2.5pp | 67.2%+17.5pp |
| Annual return | 20.69% | 8730.91%-8710.2pp | 418.34%-397.6pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $1,746 | $3,810-54.2% | $4,933-64.6% | $2,623-33.4% |
| Participant deferral / active EE | $5,836 | $7,303-20.1% | $8,070-27.7% | $4,346+34.3% |
| Admin fee / account holder | $1,121 | $1,739-35.6% | $12,998-91.4% | $1,942-42.3% |