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 | $75,778 | $111,535-32.1% | $105,223-28.0% | $137,256-44.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 21.06% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,854 | $3,939-2.2% | $3,689+4.5% | $4,156-7.3% |
| Participant deferral / active EE | $6,801 | $5,500+23.7% | $5,072+34.1% | $6,407+6.2% |
| Admin fee / account holder | $4,443 | $9,721-54.3% | $8,859-49.8% | $12,270-63.8% |