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 | $137,423 | $111,754+23.0% | $103,333+33.0% | $145,922-5.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.03% | 24.77%-9.7pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,882 | $4,212-55.3% | $3,868-51.4% | $4,660-59.6% |
| Participant deferral / active EE | $3,880 | $5,619-30.9% | $5,057-23.3% | $6,688-42.0% |
| Admin fee / account holder | $6,670 | $9,750-31.6% | $8,355-20.2% | $13,397-50.2% |