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 | $73,402 | $81,208-9.6% | $98,907-25.8% | $79,858-8.1% |
| Participation rate | 81.8% | 72.5%+9.3pp | 76.0%+5.8pp | 69.6%+12.2pp |
| Annual return | 18.59% | 60.99%-42.4pp | 196.43%-177.8pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,067 | $1,960+5.5% | $2,689-23.1% | $2,471-16.3% |
| Participant deferral / active EE | $4,144 | $3,265+26.9% | $4,244-2.4% | $3,740+10.8% |
| Admin fee / account holder | $2,064 | $6,013-65.7% | $6,642-68.9% | $5,306-61.1% |