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 | $93,464 | $114,381-18.3% | $107,525-13.1% | $142,382-34.4% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 11.98% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,871 | $4,015-53.4% | $3,754-50.2% | $4,299-56.5% |
| Participant deferral / active EE | $4,334 | $5,564-22.1% | $5,116-15.3% | $6,507-33.4% |
| Admin fee / account holder | $6,732 | $9,860-31.7% | $8,919-24.5% | $12,624-46.7% |