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 | $20,442 | $148,534-86.2% | $135,903-85.0% | $139,434-85.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 14.04% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,883 | $5,243-64.1% | $4,856-61.2% | $4,751-60.4% |
| Participant deferral / active EE | $5,660 | $8,100-30.1% | $7,758-27.0% | $6,710-15.7% |
| Admin fee / account holder | $1,275 | $12,400-89.7% | $10,762-88.2% | $11,403-88.8% |