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 | $61,846 | $111,535-44.5% | $105,223-41.2% | $137,256-54.9% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 19.50% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,348 | $3,939-15.0% | $3,689-9.2% | $4,156-19.5% |
| Participant deferral / active EE | $5,406 | $5,500-1.7% | $5,072+6.6% | $6,407-15.6% |
| Admin fee / account holder | $2,374 | $9,721-75.6% | $8,859-73.2% | $12,270-80.6% |