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 | $99,610 | $172,111-42.1% | $150,298-33.7% | $137,256-27.4% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 16.85% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,212 | $4,636-73.9% | $4,154-70.8% | $4,156-70.8% |
| Participant deferral / active EE | $2,985 | $6,166-51.6% | $5,453-45.3% | $6,407-53.4% |
| Admin fee / account holder | $450 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |