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 4-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 | $90,951 | $133,922-32.1% | $116,228-21.7% | $142,382-36.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 16.27% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,619 | $3,446+5.0% | $2,994+20.9% | $4,299-15.8% |
| Participant deferral / active EE | $7,589 | $5,672+33.8% | $4,953+53.2% | $6,507+16.6% |
| Admin fee / account holder | $5,776 | $14,945-61.3% | $11,989-51.8% | $12,624-54.2% |