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 | $55,484 | $73,515-24.5% | $62,995-11.9% | $147,584-62.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 16.28% | 175.43%-159.1pp | 87.57%-71.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,190 | $3,320-3.9% | $2,759+15.6% | $4,876-34.6% |
| Participant deferral / active EE | $2,323 | $4,185-44.5% | $3,329-30.2% | $5,439-57.3% |
| Admin fee / account holder | $4,035 | $5,953-32.2% | $3,600+12.1% | $10,885-62.9% |