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 | $45,737 | $85,202-46.3% | $172,739-73.5% | $72,985-37.3% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 16.02% | 27.32%-11.3pp | 802.84%-786.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $2,820 | $3,324-15.2% | $5,143-45.2% | $2,440+15.6% |
| Participant deferral / active EE | $5,778 | $3,260+77.2% | $5,198+11.2% | $3,607+60.2% |
| Admin fee / account holder | $5,361 | $5,884-8.9% | $13,954-61.6% | $5,124+4.6% |