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 | $91,596 | $154,117-40.6% | $129,995-29.5% | $139,434-34.3% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 12.27% | 32.48%-20.2pp | -137.18%+149.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,472 | $5,289-72.2% | $4,320-65.9% | $4,751-69.0% |
| Participant deferral / active EE | $4,407 | $6,710-34.3% | $5,820-24.3% | $6,710-34.3% |
| Admin fee / account holder | $1,304 | $14,007-90.7% | $10,614-87.7% | $11,403-88.6% |