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 | $114,381-45.9% | $107,525-42.5% | $142,382-56.6% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 19.50% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,348 | $4,015-16.6% | $3,754-10.8% | $4,299-22.1% |
| Participant deferral / active EE | $5,406 | $5,564-2.9% | $5,116+5.7% | $6,507-16.9% |
| Admin fee / account holder | $2,374 | $9,860-75.9% | $8,919-73.4% | $12,624-81.2% |