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 | $69,293 | $177,572-61.0% | $154,803-55.2% | $142,382-51.3% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 17.68% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,658 | $4,810-3.2% | $4,305+8.2% | $4,299+8.4% |
| Participant deferral / active EE | $9,056 | $6,272+44.4% | $5,540+63.5% | $6,507+39.2% |
| Admin fee / account holder | $6,450 | $16,786-61.6% | $14,329-55.0% | $12,624-48.9% |