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 | $159,602-35.8% | $150,045-31.7% | $142,382-28.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 17.15% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,551 | $4,961-68.7% | $4,693-67.0% | $4,299-63.9% |
| Participant deferral / active EE | $9,779 | $8,310+17.7% | $7,997+22.3% | $6,507+50.3% |
| Admin fee / account holder | $675 | $14,846-95.5% | $13,435-95.0% | $12,624-94.7% |