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 | $36,719 | $183,519-80.0% | $155,509-76.4% | $145,922-74.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.63% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,187 | $5,313-77.7% | $4,672-74.6% | $4,660-74.5% |
| Participant deferral / active EE | $5,110 | $6,462-20.9% | $5,626-9.2% | $6,688-23.6% |
| Admin fee / account holder | $312 | $19,313-98.4% | $15,912-98.0% | $13,397-97.7% |