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 | $86,492 | $148,534-41.8% | $135,903-36.4% | $139,434-38.0% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 20.33% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,852 | $5,243-64.7% | $4,856-61.9% | $4,751-61.0% |
| Participant deferral / active EE | $12,464 | $8,100+53.9% | $7,758+60.7% | $6,710+85.7% |
| Admin fee / account holder | $64,090 | $12,400+416.9% | $10,762+495.5% | $11,403+462.1% |