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 | $82,079 | $111,814-26.6% | $93,654-12.4% | $145,959-43.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 11.22% | 203.30%-192.1pp | 133.34%-122.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,191 | $3,092-29.1% | $2,421-9.5% | $4,661-53.0% |
| Participant deferral / active EE | $3,839 | $4,914-21.9% | $4,413-13.0% | $6,689-42.6% |
| Admin fee / account holder | $12,326 | $10,246+20.3% | $8,282+48.8% | $13,398-8.0% |