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 | $77,106 | $106,515-27.6% | $96,683-20.2% | $139,434-44.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 20.14% | 38.43%-18.3pp | 35.69%-15.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,162 | $4,103-47.3% | $3,737-42.1% | $4,751-54.5% |
| Participant deferral / active EE | $6,460 | $5,454+18.4% | $4,878+32.4% | $6,710-3.7% |
| Admin fee / account holder | $4,948 | $7,877-37.2% | $6,730-26.5% | $11,403-56.6% |