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 7-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 | $71,991 | $112,729-36.1% | $98,716-27.1% | $137,256-47.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 40.66% | 38.48%+2.2pp | 31.81%+8.8pp | 220.34%-179.7pp |
| Employer contribution / active EE | $1,633 | $2,725-40.1% | $2,279-28.3% | $4,156-60.7% |
| Participant deferral / active EE | $1,633 | $4,640-64.8% | $4,048-59.7% | $6,407-74.5% |
| Admin fee / account holder | $38,687 | $10,129+282.0% | $8,703+344.5% | $12,270+215.3% |