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 | $62,447 | $74,888-16.6% | $71,209-12.3% | $142,382-56.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 18.24% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,907 | $2,854-33.2% | $2,721-29.9% | $4,299-55.6% |
| Participant deferral / active EE | $7,932 | $4,454+78.1% | $4,175+90.0% | $6,507+21.9% |
| Admin fee / account holder | $422 | $5,568-92.4% | $5,349-92.1% | $12,624-96.7% |