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 | $82,281 | $117,983-30.3% | $101,794-19.2% | $142,382-42.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 17.26% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,930 | $2,773-30.4% | $2,289-15.7% | $4,299-55.1% |
| Participant deferral / active EE | $7,922 | $4,714+68.1% | $4,084+94.0% | $6,507+21.7% |
| Admin fee / account holder | $2,060 | $10,433-80.3% | $8,777-76.5% | $12,624-83.7% |