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 | $76,643 | $107,334-28.6% | $92,893-17.5% | $152,861-49.9% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 22.80% | 145.58%-122.8pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,777 | $4,221-34.2% | $3,653-24.0% | $4,762-41.7% |
| Participant deferral / active EE | $7,589 | $4,845+56.6% | $4,236+79.1% | $5,850+29.7% |
| Admin fee / account holder | $1,330 | $7,079-81.2% | $5,794-77.1% | $11,596-88.5% |