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 | $96,063 | $154,228-37.7% | $145,433-33.9% | $137,256-30.0% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 15.73% | 74.59%-58.9pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,424 | $4,804-49.5% | $4,554-46.8% | $4,156-41.7% |
| Participant deferral / active EE | $6,089 | $8,216-25.9% | $7,897-22.9% | $6,407-5.0% |
| Admin fee / account holder | $3,634 | $14,344-74.7% | $13,129-72.3% | $12,270-70.4% |