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 | $31,587 | $69,207-54.4% | $64,056-50.7% | $139,434-77.3% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 26.19% | 45.88%-19.7pp | 33.69%-7.5pp | 372.94%-346.8pp |
| Employer contribution / active EE | $3,387 | $3,182+6.4% | $2,747+23.3% | $4,751-28.7% |
| Participant deferral / active EE | $5,862 | $4,682+25.2% | $3,880+51.1% | $6,710-12.6% |
| Admin fee / account holder | $2,169 | $4,244-48.9% | $3,068-29.3% | $11,403-81.0% |