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 | $33,851 | $74,888-54.8% | $71,209-52.5% | $142,382-76.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.55% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,572 | $2,854+25.1% | $2,721+31.3% | $4,299-16.9% |
| Participant deferral / active EE | $6,346 | $4,454+42.5% | $4,175+52.0% | $6,507-2.5% |
| Admin fee / account holder | $1,418 | $5,568-74.5% | $5,349-73.5% | $12,624-88.8% |