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 7-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 | $91,640 | $176,812-48.2% | $146,665-37.5% | $167,490-45.3% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 11.98% | 24.03%-12.1pp | 22.74%-10.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,586 | $5,160-49.9% | $4,136-37.5% | $4,837-46.5% |
| Participant deferral / active EE | $5,226 | $6,440-18.9% | $5,506-5.1% | $6,341-17.6% |
| Admin fee / account holder | $524 | $13,259-96.0% | $10,280-94.9% | $12,309-95.7% |