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 | $54,951 | $93,571-41.3% | $135,903-59.6% | $75,163-26.9% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.2pp | 67.2%+16.9pp |
| Annual return | 16.52% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,925 | $3,537-17.3% | $4,856-39.8% | $2,670+9.5% |
| Participant deferral / active EE | $6,145 | $6,404-4.0% | $7,758-20.8% | $4,125+49.0% |
| Admin fee / account holder | $6,373 | $6,975-8.6% | $10,762-40.8% | $5,651+12.8% |