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 | $33,667 | $165,335-79.6% | $149,696-77.5% | $158,922-78.8% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 14.60% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $5,466 | $5,103+7.1% | $4,644+17.7% | $4,761+14.8% |
| Participant deferral / active EE | $2,403 | $7,181-66.5% | $6,842-64.9% | $5,982-59.8% |
| Admin fee / account holder | $5,082 | $10,807-53.0% | $9,309-45.4% | $11,246-54.8% |