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 | $51,421 | $78,672-34.6% | $109,143-52.9% | $85,850-40.1% |
| Participation rate | 94.7% | 68.3%+26.5pp | 75.9%+18.9pp | 69.3%+25.4pp |
| Annual return | 16.07% | 25.09%-9.0pp | 25.75%-9.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,203 | $2,735-19.4% | $3,722-40.8% | $2,565-14.1% |
| Participant deferral / active EE | $5,982 | $3,467+72.5% | $4,653+28.6% | $3,952+51.4% |
| Admin fee / account holder | $2,448 | $5,469-55.2% | $6,752-63.7% | $6,260-60.9% |