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 | $80,029 | $133,922-40.2% | $116,228-31.1% | $142,382-43.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.24% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,879 | $3,446-16.4% | $2,994-3.8% | $4,299-33.0% |
| Participant deferral / active EE | $4,055 | $5,672-28.5% | $4,953-18.1% | $6,507-37.7% |
| Admin fee / account holder | $5,756 | $14,945-61.5% | $11,989-52.0% | $12,624-54.4% |