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 | $37,387 | $217,402-82.8% | $185,823-79.9% | $167,490-77.7% |
| Participation rate | 84.2% | 86.0%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 13.45% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $4,359 | $5,873-25.8% | $5,167-15.7% | $4,837-9.9% |
| Participant deferral / active EE | $6,328 | $6,356-0.4% | $5,568+13.7% | $6,341-0.2% |
| Admin fee / account holder | $3,928 | $19,811-80.2% | $16,237-75.8% | $12,309-68.1% |