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 | $92,308 | $124,281-25.7% | $109,143-15.4% | $167,490-44.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 19.82% | 26.04%-6.2pp | 25.75%-5.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,501 | $4,207-40.6% | $3,722-32.8% | $4,837-48.3% |
| Participant deferral / active EE | $4,892 | $5,255-6.9% | $4,653+5.1% | $6,341-22.9% |
| Admin fee / account holder | $878 | $7,970-89.0% | $6,752-87.0% | $12,309-92.9% |