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 | $73,367 | $172,111-57.4% | $150,298-51.2% | $137,256-46.5% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 17.37% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,922 | $4,636-15.4% | $4,154-5.6% | $4,156-5.6% |
| Participant deferral / active EE | $3,962 | $6,166-35.7% | $5,453-27.3% | $6,407-38.2% |
| Admin fee / account holder | $774 | $16,471-95.3% | $14,116-94.5% | $12,270-93.7% |