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 | $78,161 | $111,535-29.9% | $105,223-25.7% | $137,256-43.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 12.49% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,016 | $3,939-48.8% | $3,689-45.3% | $4,156-51.5% |
| Participant deferral / active EE | $5,268 | $5,500-4.2% | $5,072+3.9% | $6,407-17.8% |
| Admin fee / account holder | $351 | $9,721-96.4% | $8,859-96.0% | $12,270-97.1% |