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 | $103,699 | $124,281-16.6% | $109,143-5.0% | $167,490-38.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 18.17% | 26.04%-7.9pp | 25.75%-7.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,577 | $4,207-38.8% | $3,722-30.8% | $4,837-46.7% |
| Participant deferral / active EE | $5,306 | $5,255+1.0% | $4,653+14.0% | $6,341-16.3% |
| Admin fee / account holder | $1,156 | $7,970-85.5% | $6,752-82.9% | $12,309-90.6% |