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 | $84,311 | $152,587-44.7% | $125,175-32.6% | $152,861-44.8% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 23.81% | 54.84%-31.0pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,489 | $4,946-69.9% | $3,865-61.5% | $4,762-68.7% |
| Participant deferral / active EE | $2,918 | $5,868-50.3% | $4,937-40.9% | $5,850-50.1% |
| Admin fee / account holder | $1,599 | $13,434-88.1% | $9,702-83.5% | $11,596-86.2% |