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 | $89,459 | $124,281-28.0% | $109,143-18.0% | $167,490-46.6% |
| Participation rate | 76.9% | 79.4%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 21.80% | 26.04%-4.2pp | 25.75%-3.9pp | 478.56%-456.8pp |
| Employer contribution / active EE | $1,054 | $4,207-75.0% | $3,722-71.7% | $4,837-78.2% |
| Participant deferral / active EE | $13,392 | $5,255+154.8% | $4,653+187.8% | $6,341+111.2% |
| Admin fee / account holder | $22,090 | $7,970+177.2% | $6,752+227.1% | $12,309+79.5% |