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 | $62,123 | $159,602-61.1% | $150,045-58.6% | $142,382-56.4% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 17.76% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $10,184 | $4,961+105.3% | $4,693+117.0% | $4,299+136.9% |
| Participant deferral / active EE | $4,469 | $8,310-46.2% | $7,997-44.1% | $6,507-31.3% |
| Admin fee / account holder | $32,742 | $14,846+120.5% | $13,435+143.7% | $12,624+159.4% |