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 | $70,142 | $93,571-25.0% | $135,903-48.4% | $75,163-6.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 18.23% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,732 | $3,537-22.7% | $4,856-43.7% | $2,670+2.3% |
| Participant deferral / active EE | $5,670 | $6,404-11.5% | $7,758-26.9% | $4,125+37.4% |
| Admin fee / account holder | $8,080 | $6,975+15.8% | $10,762-24.9% | $5,651+43.0% |