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 | $86,466 | $214,378-59.7% | $200,582-56.9% | $142,382-39.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 19.66% | 46.41%-26.7pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,685 | $6,841-31.5% | $6,419-27.0% | $4,299+9.0% |
| Participant deferral / active EE | $15,804 | $9,865+60.2% | $9,331+69.4% | $6,507+142.9% |
| Admin fee / account holder | $1,347 | $17,692-92.4% | $16,305-91.7% | $12,624-89.3% |