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 | $44,606 | $78,672-43.3% | $109,143-59.1% | $85,850-48.0% |
| Participation rate | 82.0% | 68.3%+13.7pp | 75.9%+6.1pp | 69.3%+12.7pp |
| Annual return | 16.89% | 25.09%-8.2pp | 25.75%-8.9pp | 318.53%-301.6pp |
| Employer contribution / active EE | $3,797 | $2,735+38.8% | $3,722+2.0% | $2,565+48.0% |
| Participant deferral / active EE | $7,317 | $3,467+111.0% | $4,653+57.2% | $3,952+85.2% |
| Admin fee / account holder | $1,124 | $5,469-79.4% | $6,752-83.3% | $6,260-82.0% |