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 | $57,636 | $90,503-36.3% | $78,689-26.8% | $273,961-79.0% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | 6.31% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $5,937 | $3,176+86.9% | $2,851+108.3% | $4,869+21.9% |
| Participant deferral / active EE | $4,310 | $3,901+10.5% | $3,517+22.5% | $5,287-18.5% |
| Admin fee / account holder | $35,047 | $5,263+565.9% | $4,510+677.0% | $10,132+245.9% |