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 | $74,145 | $154,228-51.9% | $145,433-49.0% | $137,256-46.0% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 21.07% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $4,363 | $4,804-9.2% | $4,554-4.2% | $4,156+5.0% |
| Participant deferral / active EE | $11,481 | $8,216+39.7% | $7,897+45.4% | $6,407+79.2% |
| Admin fee / account holder | $3,399 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |