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 6-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 | $67,868 | $74,888-9.4% | $71,209-4.7% | $142,382-52.3% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 20.55% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,095 | $2,854+8.4% | $2,721+13.7% | $4,299-28.0% |
| Participant deferral / active EE | $9,252 | $4,454+107.7% | $4,175+121.6% | $6,507+42.2% |
| Admin fee / account holder | $5,073 | $5,568-8.9% | $5,349-5.2% | $12,624-59.8% |