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 | $51,327 | $124,319-58.7% | $111,297-53.9% | $167,490-69.4% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 15.34% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,834 | $3,435-46.6% | $2,731-32.9% | $4,837-62.1% |
| Participant deferral / active EE | $3,271 | $5,180-36.9% | $4,487-27.1% | $6,341-48.4% |
| Admin fee / account holder | $1,313 | $10,618-87.6% | $7,964-83.5% | $12,309-89.3% |