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 | $32,353 | $116,175-72.2% | $93,606-65.4% | $152,861-78.8% |
| Participation rate | 88.2% | 78.0%+10.2pp | 75.8%+12.4pp | 82.4%+5.8pp |
| Annual return | 16.40% | 35.96%-19.6pp | 32.76%-16.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,101 | $3,218-34.7% | $2,718-22.7% | $4,762-55.9% |
| Participant deferral / active EE | $3,526 | $4,603-23.4% | $4,069-13.3% | $5,850-39.7% |
| Admin fee / account holder | $4,145 | $10,748-61.4% | $7,888-47.5% | $11,596-64.3% |