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 | $101,372 | $114,381-11.4% | $107,525-5.7% | $142,382-28.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 20.19% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,770 | $4,015-6.1% | $3,754+0.4% | $4,299-12.3% |
| Participant deferral / active EE | $15,938 | $5,564+186.4% | $5,116+211.5% | $6,507+144.9% |
| Admin fee / account holder | $3,496 | $9,860-64.5% | $8,919-60.8% | $12,624-72.3% |