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 | $41,943 | $96,484-56.5% | $75,886-44.7% | $152,861-72.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.4%+9.9pp |
| Annual return | 25.45% | 33.98%-8.5pp | 30.76%-5.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,805 | $3,309-45.5% | $2,500-27.8% | $4,762-62.1% |
| Participant deferral / active EE | $6,104 | $4,553+34.1% | $3,603+69.4% | $5,850+4.3% |
| Admin fee / account holder | $1,107 | $8,078-86.3% | $5,418-79.6% | $11,596-90.5% |