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 | $27,552 | $157,256-82.5% | $141,162-80.5% | $152,861-82.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 38.60% | 64.32%-25.7pp | 71.39%-32.8pp | 345.32%-306.7pp |
| Employer contribution / active EE | $4,041 | $5,261-23.2% | $4,735-14.7% | $4,762-15.1% |
| Participant deferral / active EE | $7,434 | $7,109+4.6% | $6,709+10.8% | $5,850+27.1% |
| Admin fee / account holder | $2,119 | $12,120-82.5% | $10,261-79.4% | $11,596-81.7% |