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 | $59,611 | $104,251-42.8% | $91,001-34.5% | $147,584-59.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 16.41% | 27.06%-10.7pp | 4.60%+11.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,424 | $3,116-54.3% | $2,456-42.0% | $4,876-70.8% |
| Participant deferral / active EE | $4,252 | $4,195+1.4% | $3,547+19.9% | $5,439-21.8% |
| Admin fee / account holder | $391 | $8,948-95.6% | $5,417-92.8% | $10,885-96.4% |