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 7-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 | $74,737 | $117,983-36.7% | $101,794-26.6% | $142,382-47.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 17.64% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,599 | $2,773-42.3% | $2,289-30.1% | $4,299-62.8% |
| Participant deferral / active EE | $9,134 | $4,714+93.8% | $4,084+123.6% | $6,507+40.4% |
| Admin fee / account holder | $542 | $10,433-94.8% | $8,777-93.8% | $12,624-95.7% |