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 | $102,423 | $154,228-33.6% | $145,433-29.6% | $137,256-25.4% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 17.15% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,551 | $4,804-67.7% | $4,554-65.9% | $4,156-62.7% |
| Participant deferral / active EE | $9,779 | $8,216+19.0% | $7,897+23.8% | $6,407+52.6% |
| Admin fee / account holder | $675 | $14,344-95.3% | $13,129-94.9% | $12,270-94.5% |