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 | $83,509 | $162,781-48.7% | $133,956-37.7% | $158,922-47.5% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 12.60% | 41.94%-29.3pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,593 | $4,975-68.0% | $3,919-59.3% | $4,761-66.5% |
| Participant deferral / active EE | $3,777 | $5,911-36.1% | $5,048-25.2% | $5,982-36.9% |
| Admin fee / account holder | $3,912 | $11,736-66.7% | $8,927-56.2% | $11,246-65.2% |