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 3-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 | $29,840 | $74,888-60.2% | $71,209-58.1% | $142,382-79.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 20.19% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,735 | $2,854-4.2% | $2,721+0.5% | $4,299-36.4% |
| Participant deferral / active EE | $6,073 | $4,454+36.3% | $4,175+45.5% | $6,507-6.7% |
| Admin fee / account holder | $2,404 | $5,568-56.8% | $5,349-55.1% | $12,624-81.0% |