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 | $90,525 | $112,729-19.7% | $98,716-8.3% | $137,256-34.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 13.52% | 38.48%-25.0pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,609 | $2,725-40.9% | $2,279-29.4% | $4,156-61.3% |
| Participant deferral / active EE | $4,408 | $4,640-5.0% | $4,048+8.9% | $6,407-31.2% |
| Admin fee / account holder | $18,978 | $10,129+87.4% | $8,703+118.1% | $12,270+54.7% |