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 | $35,251 | $148,534-76.3% | $135,903-74.1% | $139,434-74.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 19.73% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,227 | $5,243-57.5% | $4,856-54.1% | $4,751-53.1% |
| Participant deferral / active EE | $2,860 | $8,100-64.7% | $7,758-63.1% | $6,710-57.4% |
| Admin fee / account holder | $2,444 | $12,400-80.3% | $10,762-77.3% | $11,403-78.6% |