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 | $48,082 | $172,111-72.1% | $150,298-68.0% | $137,256-65.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 16.88% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,320 | $4,636-71.5% | $4,154-68.2% | $4,156-68.3% |
| Participant deferral / active EE | $4,711 | $6,166-23.6% | $5,453-13.6% | $6,407-26.5% |
| Admin fee / account holder | $3,245 | $16,471-80.3% | $14,116-77.0% | $12,270-73.6% |