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 | $36,288 | $88,710-59.1% | $81,783-55.6% | $145,959-75.1% |
| Participation rate | 70.6% | 75.0%-4.5pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 10.09% | 1027.26%-1017.2pp | 775.05%-765.0pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,942 | $3,083-4.6% | $2,913+1.0% | $4,661-36.9% |
| Participant deferral / active EE | $5,259 | $4,645+13.2% | $4,320+21.7% | $6,689-21.4% |
| Admin fee / account holder | $7,603 | $8,407-9.6% | $7,380+3.0% | $13,398-43.3% |