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 | $75,700 | $111,754-32.3% | $103,333-26.7% | $145,922-48.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.06% | 24.77%+6.3pp | 24.88%+6.2pp | 561.29%-530.2pp |
| Employer contribution / active EE | $3,136 | $4,212-25.6% | $3,868-18.9% | $4,660-32.7% |
| Participant deferral / active EE | $2,000 | $5,619-64.4% | $5,057-60.5% | $6,688-70.1% |
| Admin fee / account holder | $1,794 | $9,750-81.6% | $8,355-78.5% | $13,397-86.6% |