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 | $70,851 | $124,281-43.0% | $109,143-35.1% | $167,490-57.7% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 13.45% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,696 | $4,207-59.7% | $3,722-54.4% | $4,837-64.9% |
| Participant deferral / active EE | $5,206 | $5,255-0.9% | $4,653+11.9% | $6,341-17.9% |
| Admin fee / account holder | $998 | $7,970-87.5% | $6,752-85.2% | $12,309-91.9% |