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 | $55,788 | $74,888-25.5% | $71,209-21.7% | $142,382-60.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 16.03% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,717 | $2,854+30.2% | $2,721+36.6% | $4,299-13.5% |
| Participant deferral / active EE | $7,308 | $4,454+64.1% | $4,175+75.0% | $6,507+12.3% |
| Admin fee / account holder | $3,921 | $5,568-29.6% | $5,349-26.7% | $12,624-68.9% |