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 | $41,878 | $177,572-76.4% | $154,803-72.9% | $142,382-70.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.40% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,047 | $4,810-15.9% | $4,305-6.0% | $4,299-5.9% |
| Participant deferral / active EE | $4,263 | $6,272-32.0% | $5,540-23.1% | $6,507-34.5% |
| Admin fee / account holder | $1,604 | $16,786-90.4% | $14,329-88.8% | $12,624-87.3% |