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 | $69,036 | $72,071-4.2% | $68,368+1.0% | $137,256-49.7% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 34.70% | 353.14%-318.4pp | 292.57%-257.9pp | 220.34%-185.6pp |
| Employer contribution / active EE | $2,969 | $2,788+6.5% | $2,649+12.1% | $4,156-28.6% |
| Participant deferral / active EE | $5,313 | $4,410+20.5% | $4,123+28.9% | $6,407-17.1% |
| Admin fee / account holder | $6,495 | $5,336+21.7% | $5,150+26.1% | $12,270-47.1% |