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 | $63,359 | $115,770-45.3% | $101,248-37.4% | $158,922-60.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 32.00% | 56.14%-24.1pp | 46.47%-14.5pp | 302.83%-270.8pp |
| Employer contribution / active EE | $1,750 | $4,175-58.1% | $3,660-52.2% | $4,761-63.2% |
| Participant deferral / active EE | $5,781 | $4,957+16.6% | $4,370+32.3% | $5,982-3.4% |
| Admin fee / account holder | $1,689 | $7,245-76.7% | $5,945-71.6% | $11,246-85.0% |