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 | $70,171 | $109,327-35.8% | $89,391-21.5% | $158,922-55.8% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.0%+18.7pp | 82.0%+4.7pp |
| Annual return | 12.17% | 345.68%-333.5pp | 245.62%-233.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,671 | $3,170-15.7% | $2,586+3.3% | $4,761-43.9% |
| Participant deferral / active EE | $2,385 | $4,598-48.1% | $3,890-38.7% | $5,982-60.1% |
| Admin fee / account holder | $3,178 | $6,153-48.3% | $4,881-34.9% | $11,246-71.7% |