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 8-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 | $72,353 | $114,381-36.7% | $107,525-32.7% | $142,382-49.2% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.1%+1.1pp | 80.1%-3.9pp |
| Annual return | 18.56% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,713 | $4,015-7.5% | $3,754-1.1% | $4,299-13.6% |
| Participant deferral / active EE | $6,970 | $5,564+25.3% | $5,116+36.3% | $6,507+7.1% |
| Admin fee / account holder | $1,552 | $9,860-84.3% | $8,919-82.6% | $12,624-87.7% |