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 | $35,761 | $118,680-69.9% | $98,907-63.8% | $158,922-77.5% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 14.26% | 372.35%-358.1pp | 196.43%-182.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,506 | $3,333-54.8% | $2,689-44.0% | $4,761-68.4% |
| Participant deferral / active EE | $2,724 | $5,088-46.5% | $4,244-35.8% | $5,982-54.5% |
| Admin fee / account holder | $7,223 | $10,131-28.7% | $6,642+8.8% | $11,246-35.8% |