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 | $58,947 | $148,534-60.3% | $135,903-56.6% | $139,434-57.7% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 18.52% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,726 | $5,243-48.0% | $4,856-43.9% | $4,751-42.6% |
| Participant deferral / active EE | $4,893 | $8,100-39.6% | $7,758-36.9% | $6,710-27.1% |
| Admin fee / account holder | $1,221 | $12,400-90.2% | $10,762-88.7% | $11,403-89.3% |