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 | $27,587 | $89,753-69.3% | $107,525-74.3% | $84,808-67.5% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 19.36% | 29.48%-10.1pp | 181.32%-162.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,791 | $3,113-10.4% | $3,754-25.6% | $2,631+6.1% |
| Participant deferral / active EE | $2,685 | $4,056-33.8% | $5,116-47.5% | $4,212-36.2% |
| Admin fee / account holder | $1,202 | $7,222-83.4% | $8,919-86.5% | $7,344-83.6% |