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 | $35,925 | $73,933-51.4% | $96,683-62.8% | $75,163-52.2% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 18.87% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,545 | $2,928-13.1% | $3,737-31.9% | $2,670-4.7% |
| Participant deferral / active EE | $5,914 | $3,659+61.6% | $4,878+21.2% | $4,125+43.4% |
| Admin fee / account holder | $5,120 | $5,216-1.8% | $6,730-23.9% | $5,651-9.4% |