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 | $123,961 | $183,519-32.5% | $155,509-20.3% | $145,922-15.0% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 9.17% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,960 | $5,313-25.5% | $4,672-15.3% | $4,660-15.0% |
| Participant deferral / active EE | $6,484 | $6,462+0.3% | $5,626+15.2% | $6,688-3.1% |
| Admin fee / account holder | $6,563 | $19,313-66.0% | $15,912-58.8% | $13,397-51.0% |