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 | $19,474 | $100,901-80.7% | $75,670-74.3% | $147,584-86.8% |
| Participation rate | 73.3% | 77.1%-3.8pp | 72.3%+1.0pp | 82.8%-9.5pp |
| Annual return | 18.39% | 35.78%-17.4pp | 27.34%-8.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,191 | $3,253-32.7% | $2,352-6.8% | $4,876-55.1% |
| Participant deferral / active EE | $2,679 | $4,027-33.5% | $3,142-14.7% | $5,439-50.7% |
| Admin fee / account holder | $315 | $11,285-97.2% | $5,800-94.6% | $10,885-97.1% |