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 | $61,962 | $81,446-23.9% | $103,374-40.1% | $80,874-23.4% |
| Participation rate | 70.0% | 66.9%+3.1pp | 74.5%-4.5pp | 67.6%+2.4pp |
| Annual return | 132.54% | 25.57%+107.0pp | 24.89%+107.7pp | 35.62%+96.9pp |
| Employer contribution / active EE | $2,797 | $3,107-10.0% | $3,869-27.7% | $2,756+1.5% |
| Participant deferral / active EE | $3,937 | $3,870+1.7% | $5,058-22.1% | $4,297-8.4% |
| Admin fee / account holder | $114,098 | $6,715+1599.2% | $8,394+1259.3% | $6,935+1545.2% |