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 | $39,521 | $114,381-65.4% | $107,525-63.2% | $142,382-72.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 14.81% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,323 | $4,015-67.1% | $3,754-64.8% | $4,299-69.2% |
| Participant deferral / active EE | $2,564 | $5,564-53.9% | $5,116-49.9% | $6,507-60.6% |
| Admin fee / account holder | $862 | $9,860-91.3% | $8,919-90.3% | $12,624-93.2% |