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 | $46,608 | $209,411-77.7% | $178,490-73.9% | $158,922-70.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.02% | 188.75%-177.7pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,898 | $5,706-66.7% | $5,011-62.1% | $4,761-60.1% |
| Participant deferral / active EE | $3,553 | $5,954-40.3% | $5,202-31.7% | $5,982-40.6% |
| Admin fee / account holder | $7,169 | $17,074-58.0% | $13,984-48.7% | $11,246-36.2% |