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 | $28,562 | $99,020-71.2% | $86,590-67.0% | $147,584-80.6% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 17.40% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,767 | $3,132-43.6% | $2,839-37.8% | $4,876-63.8% |
| Participant deferral / active EE | $2,206 | $3,972-44.5% | $3,609-38.9% | $5,439-59.4% |
| Admin fee / account holder | $384 | $5,710-93.3% | $4,906-92.2% | $10,885-96.5% |