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 7-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 | $31,225 | $72,071-56.7% | $68,368-54.3% | $137,256-77.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 14.81% | 353.14%-338.3pp | 292.57%-277.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,967 | $2,788-29.4% | $2,649-25.7% | $4,156-52.7% |
| Participant deferral / active EE | $3,687 | $4,410-16.4% | $4,123-10.6% | $6,407-42.5% |
| Admin fee / account holder | $20,729 | $5,336+288.5% | $5,150+302.5% | $12,270+68.9% |