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 | $52,337 | $159,602-67.2% | $150,045-65.1% | $142,382-63.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 12.68% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,772 | $4,961-44.1% | $4,693-40.9% | $4,299-35.5% |
| Participant deferral / active EE | $7,347 | $8,310-11.6% | $7,997-8.1% | $6,507+12.9% |
| Admin fee / account holder | $12,551 | $14,846-15.5% | $13,435-6.6% | $12,624-0.6% |