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 | $69,255 | $209,411-66.9% | $178,490-61.2% | $158,922-56.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 16.25% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,339 | $5,706-59.0% | $5,011-53.3% | $4,761-50.9% |
| Participant deferral / active EE | $7,446 | $5,954+25.1% | $5,202+43.2% | $5,982+24.5% |
| Admin fee / account holder | $14,464 | $17,074-15.3% | $13,984+3.4% | $11,246+28.6% |