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 | $57,121 | $159,602-64.2% | $150,045-61.9% | $142,382-59.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.60% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,596 | $4,961-27.5% | $4,693-23.4% | $4,299-16.4% |
| Participant deferral / active EE | $7,502 | $8,310-9.7% | $7,997-6.2% | $6,507+15.3% |
| Admin fee / account holder | $24,585 | $14,846+65.6% | $13,435+83.0% | $12,624+94.7% |