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 | $59,722 | $74,888-20.3% | $71,209-16.1% | $142,382-58.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.51% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,708 | $2,854-40.2% | $2,721-37.2% | $4,299-60.3% |
| Participant deferral / active EE | $3,056 | $4,454-31.4% | $4,175-26.8% | $6,507-53.0% |
| Admin fee / account holder | $864 | $5,568-84.5% | $5,349-83.8% | $12,624-93.2% |