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 | $62,829 | $73,933-15.0% | $96,683-35.0% | $75,163-16.4% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.6pp | 67.2%+28.7pp |
| Annual return | 17.64% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,698 | $2,928-7.9% | $3,737-27.8% | $2,670+1.0% |
| Participant deferral / active EE | $6,839 | $3,659+86.9% | $4,878+40.2% | $4,125+65.8% |
| Admin fee / account holder | $1,020 | $5,216-80.4% | $6,730-84.8% | $5,651-82.0% |