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 6-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 | $54,264 | $74,888-27.5% | $71,209-23.8% | $142,382-61.9% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 20.02% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,858 | $2,854+0.1% | $2,721+5.0% | $4,299-33.5% |
| Participant deferral / active EE | $3,931 | $4,454-11.7% | $4,175-5.8% | $6,507-39.6% |
| Admin fee / account holder | $4,781 | $5,568-14.1% | $5,349-10.6% | $12,624-62.1% |