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 | $141,688 | $73,515+92.7% | $62,995+124.9% | $147,584-4.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 14.93% | 175.43%-160.5pp | 87.57%-72.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,344 | $3,320+0.7% | $2,759+21.2% | $4,876-31.4% |
| Participant deferral / active EE | $1,421 | $4,185-66.1% | $3,329-57.3% | $5,439-73.9% |
| Admin fee / account holder | $682 | $5,953-88.5% | $3,600-81.0% | $10,885-93.7% |