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 | $78,313 | $127,065-38.4% | $113,168-30.8% | $142,382-45.0% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 16.70% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,325 | $3,442-3.4% | $2,975+11.8% | $4,299-22.7% |
| Participant deferral / active EE | $3,589 | $5,716-37.2% | $5,107-29.7% | $6,507-44.9% |
| Admin fee / account holder | $1,383 | $15,736-91.2% | $12,068-88.5% | $12,624-89.0% |