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 | $120,193 | $217,402-44.7% | $185,823-35.3% | $167,490-28.2% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 19.53% | 148.36%-128.8pp | 122.05%-102.5pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,847 | $5,873-51.5% | $5,167-44.9% | $4,837-41.1% |
| Participant deferral / active EE | $3,983 | $6,356-37.3% | $5,568-28.5% | $6,341-37.2% |
| Admin fee / account holder | $1,685 | $19,811-91.5% | $16,237-89.6% | $12,309-86.3% |