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 | $73,121 | $80,968-9.7% | $96,544-24.3% | $75,163-2.7% |
| Participation rate | 93.8% | 71.8%+22.0pp | 76.0%+17.8pp | 67.2%+26.6pp |
| Annual return | 18.33% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,352 | $2,282+90.7% | $2,965+46.8% | $2,670+63.0% |
| Participant deferral / active EE | $3,121 | $3,928-20.5% | $4,851-35.7% | $4,125-24.3% |
| Admin fee / account holder | $1,932 | $6,724-71.3% | $8,252-76.6% | $5,651-65.8% |