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 | $91,136 | $175,202-48.0% | $149,673-39.1% | $139,434-34.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 20.53% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,847 | $5,474-11.5% | $4,818+0.6% | $4,751+2.0% |
| Participant deferral / active EE | $7,347 | $6,519+12.7% | $5,680+29.4% | $6,710+9.5% |
| Admin fee / account holder | $1,734 | $16,150-89.3% | $13,210-86.9% | $11,403-84.8% |