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 | $42,327 | $110,257-61.6% | $96,544-56.2% | $139,434-69.6% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 16.69% | 26.32%-9.6pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,503 | $3,620-3.2% | $2,965+18.1% | $4,751-26.3% |
| Participant deferral / active EE | $5,675 | $5,548+2.3% | $4,851+17.0% | $6,710-15.4% |
| Admin fee / account holder | $2,220 | $11,591-80.8% | $8,252-73.1% | $11,403-80.5% |