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 | $64,640 | $89,355-27.7% | $141,162-54.2% | $72,985-11.4% |
| Participation rate | 80.9% | 75.1%+5.8pp | 82.5%-1.6pp | 69.5%+11.4pp |
| Annual return | 21.79% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,149 | $3,114-63.1% | $4,735-75.7% | $2,440-52.9% |
| Participant deferral / active EE | $3,316 | $5,418-38.8% | $6,709-50.6% | $3,607-8.1% |
| Admin fee / account holder | $509 | $5,958-91.5% | $10,261-95.0% | $5,124-90.1% |