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 | $101,618-24.5% | $93,063-17.5% | $137,256-44.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 21.45% | 223.95%-202.5pp | 34.15%-12.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,808 | $2,707+3.7% | $2,476+13.4% | $4,156-32.4% |
| Participant deferral / active EE | $8,605 | $4,279+101.1% | $3,958+117.4% | $6,407+34.3% |
| Admin fee / account holder | $2,992 | $6,198-51.7% | $6,033-50.4% | $12,270-75.6% |