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 | $51,370 | $72,400-29.0% | $67,502-23.9% | $145,922-64.8% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 18.09% | 7182.46%-7164.4pp | 3512.12%-3494.0pp | 561.29%-543.2pp |
| Employer contribution / active EE | $3,418 | $3,069+11.4% | $2,731+25.2% | $4,660-26.6% |
| Participant deferral / active EE | $7,133 | $4,783+49.1% | $4,000+78.3% | $6,688+6.7% |
| Admin fee / account holder | $867 | $5,539-84.3% | $3,998-78.3% | $13,397-93.5% |