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 | $177,572-58.7% | $154,803-52.6% | $142,382-48.5% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 17.37% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,922 | $4,810-18.5% | $4,305-8.9% | $4,299-8.8% |
| Participant deferral / active EE | $3,962 | $6,272-36.8% | $5,540-28.5% | $6,507-39.1% |
| Admin fee / account holder | $774 | $16,786-95.4% | $14,329-94.6% | $12,624-93.9% |