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 | $81,868 | $177,572-53.9% | $154,803-47.1% | $142,382-42.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.07% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,336 | $4,810+10.9% | $4,305+23.9% | $4,299+24.1% |
| Participant deferral / active EE | $11,375 | $6,272+81.4% | $5,540+105.3% | $6,507+74.8% |
| Admin fee / account holder | $12,140 | $16,786-27.7% | $14,329-15.3% | $12,624-3.8% |