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 7-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 | $56,140 | $74,888-25.0% | $71,209-21.2% | $142,382-60.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 16.51% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,909 | $2,854+1.9% | $2,721+6.9% | $4,299-32.3% |
| Participant deferral / active EE | $5,881 | $4,454+32.0% | $4,175+40.9% | $6,507-9.6% |
| Admin fee / account holder | $894 | $5,568-83.9% | $5,349-83.3% | $12,624-92.9% |