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 | $116,317 | $159,602-27.1% | $150,045-22.5% | $142,382-18.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 16.56% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,595 | $4,961-67.8% | $4,693-66.0% | $4,299-62.9% |
| Participant deferral / active EE | $5,638 | $8,310-32.2% | $7,997-29.5% | $6,507-13.4% |
| Admin fee / account holder | $34,478 | $14,846+132.2% | $13,435+156.6% | $12,624+173.1% |