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 | $87,813 | $105,181-16.5% | $159,436-44.9% | $85,850+2.3% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 15.21% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,084 | $3,318-7.1% | $4,829-36.1% | $2,565+20.2% |
| Participant deferral / active EE | $6,543 | $5,945+10.1% | $7,352-11.0% | $3,952+65.6% |
| Admin fee / account holder | $1,373 | $6,933-80.2% | $10,799-87.3% | $6,260-78.1% |