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 | $56,780 | $99,020-42.7% | $86,590-34.4% | $147,584-61.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 12.70% | 1312.34%-1299.6pp | 964.84%-952.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,958 | $3,132-5.6% | $2,839+4.2% | $4,876-39.3% |
| Participant deferral / active EE | $6,501 | $3,972+63.7% | $3,609+80.1% | $5,439+19.5% |
| Admin fee / account holder | $1,512 | $5,710-73.5% | $4,906-69.2% | $10,885-86.1% |