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 | $59,515 | $65,409-9.0% | $98,442-39.5% | $85,850-30.7% |
| Participation rate | 70.5% | 65.0%+5.5pp | 73.3%-2.8pp | 69.3%+1.2pp |
| Annual return | 28.98% | 21.76%+7.2pp | 1492.73%-1463.7pp | 318.53%-289.6pp |
| Employer contribution / active EE | $1,110 | $2,168-48.8% | $2,960-62.5% | $2,565-56.7% |
| Participant deferral / active EE | $3,637 | $3,166+14.9% | $4,276-14.9% | $3,952-8.0% |
| Admin fee / account holder | $8,581 | $4,593+86.8% | $5,949+44.2% | $6,260+37.1% |