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 | $19,923 | $140,940-85.9% | $112,229-82.2% | $139,434-85.7% |
| Participation rate | 92.3% | 79.2%+13.1pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 22.72% | 32.71%-10.0pp | 30.20%-7.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,536 | $4,283-64.1% | $3,430-55.2% | $4,751-67.7% |
| Participant deferral / active EE | $3,391 | $5,874-42.3% | $4,798-29.3% | $6,710-49.5% |
| Admin fee / account holder | $8,312 | $9,954-16.5% | $7,748+7.3% | $11,403-27.1% |