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 8-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 | $46,877 | $72,071-35.0% | $68,368-31.4% | $137,256-65.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.53% | 353.14%-331.6pp | 292.57%-271.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,855 | $2,788+2.4% | $2,649+7.8% | $4,156-31.3% |
| Participant deferral / active EE | $5,848 | $4,410+32.6% | $4,123+41.9% | $6,407-8.7% |
| Admin fee / account holder | $2,666 | $5,336-50.0% | $5,150-48.2% | $12,270-78.3% |