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 6-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 | $54,491 | $74,888-27.2% | $71,209-23.5% | $142,382-61.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.53% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,776 | $2,854-2.8% | $2,721+2.0% | $4,299-35.4% |
| Participant deferral / active EE | $8,764 | $4,454+96.8% | $4,175+109.9% | $6,507+34.7% |
| Admin fee / account holder | $1,579 | $5,568-71.6% | $5,349-70.5% | $12,624-87.5% |