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 | $76,153 | $111,754-31.9% | $103,333-26.3% | $145,922-47.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 24.77%-14.9pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,969 | $4,212-53.3% | $3,868-49.1% | $4,660-57.8% |
| Participant deferral / active EE | $5,482 | $5,619-2.4% | $5,057+8.4% | $6,688-18.0% |
| Admin fee / account holder | $50,788 | $9,750+420.9% | $8,355+507.9% | $13,397+279.1% |