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 | $57,696 | $93,571-38.3% | $135,903-57.5% | $75,163-23.2% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.7pp | 67.2%+26.5pp |
| Annual return | 16.35% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,707 | $3,537+4.8% | $4,856-23.7% | $2,670+38.9% |
| Participant deferral / active EE | $5,701 | $6,404-11.0% | $7,758-26.5% | $4,125+38.2% |
| Admin fee / account holder | $1,135 | $6,975-83.7% | $10,762-89.5% | $5,651-79.9% |