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 | $76,746 | $104,974-26.9% | $95,585-19.7% | $142,382-46.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 21.45% | 210.33%-188.9pp | 38.56%-17.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,808 | $2,779+1.1% | $2,527+11.1% | $4,299-34.7% |
| Participant deferral / active EE | $8,605 | $4,352+97.7% | $4,023+113.9% | $6,507+32.2% |
| Admin fee / account holder | $2,992 | $6,386-53.1% | $6,127-51.2% | $12,624-76.3% |