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 8-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 | $147,806 | $201,259-26.6% | $184,200-19.8% | $145,959+1.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 13.11% | 28.98%-15.9pp | 28.80%-15.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $3,104 | $7,018-55.8% | $6,424-51.7% | $4,661-33.4% |
| Participant deferral / active EE | $6,340 | $9,806-35.3% | $9,132-30.6% | $6,689-5.2% |
| Admin fee / account holder | $1,567 | $16,372-90.4% | $13,907-88.7% | $13,398-88.3% |