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 | $40,353 | $73,933-45.4% | $96,683-58.3% | $75,163-46.3% |
| Participation rate | 81.0% | 66.4%+14.5pp | 74.3%+6.6pp | 67.2%+13.8pp |
| Annual return | 15.98% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,297 | $2,928-21.5% | $3,737-38.5% | $2,670-14.0% |
| Participant deferral / active EE | $1,939 | $3,659-47.0% | $4,878-60.2% | $4,125-53.0% |
| Admin fee / account holder | $1,075 | $5,216-79.4% | $6,730-84.0% | $5,651-81.0% |