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 | $55,921 | $89,753-37.7% | $107,525-48.0% | $84,808-34.1% |
| Participation rate | 96.2% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+27.9pp |
| Annual return | 19.46% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,786 | $3,113-10.5% | $3,754-25.8% | $2,631+5.9% |
| Participant deferral / active EE | $6,660 | $4,056+64.2% | $5,116+30.2% | $4,212+58.1% |
| Admin fee / account holder | $3,837 | $7,222-46.9% | $8,919-57.0% | $7,344-47.7% |