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 | $74,099 | $102,317-27.6% | $146,958-49.6% | $80,856-8.4% |
| Participation rate | 88.1% | 75.8%+12.2pp | 82.2%+5.9pp | 67.6%+20.4pp |
| Annual return | 17.80% | 134.76%-117.0pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,402 | $3,713-8.4% | $4,933-31.0% | $2,755+23.5% |
| Participant deferral / active EE | $6,296 | $6,644-5.2% | $8,070-22.0% | $4,296+46.6% |
| Admin fee / account holder | $2,000 | $7,941-74.8% | $12,998-84.6% | $6,918-71.1% |