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 | $35,818 | $100,773-64.5% | $88,946-59.7% | $142,382-74.8% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 17.05% | 70.18%-53.1pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,403 | $2,918-51.9% | $2,555-45.1% | $4,299-67.4% |
| Participant deferral / active EE | $3,888 | $5,230-25.7% | $4,581-15.1% | $6,507-40.2% |
| Admin fee / account holder | $1,443 | $9,693-85.1% | $8,261-82.5% | $12,624-88.6% |