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 | $112,892 | $165,335-31.7% | $149,696-24.6% | $158,922-29.0% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 20.47% | 348.15%-327.7pp | 276.60%-256.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,037 | $5,103-79.7% | $4,644-77.7% | $4,761-78.2% |
| Participant deferral / active EE | $10,173 | $7,181+41.7% | $6,842+48.7% | $5,982+70.1% |
| Admin fee / account holder | $2,024 | $10,807-81.3% | $9,309-78.3% | $11,246-82.0% |