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 | $92,138 | $148,534-38.0% | $135,903-32.2% | $139,434-33.9% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 18.20% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,279 | $5,243-56.5% | $4,856-53.1% | $4,751-52.0% |
| Participant deferral / active EE | $4,642 | $8,100-42.7% | $7,758-40.2% | $6,710-30.8% |
| Admin fee / account holder | $771 | $12,400-93.8% | $10,762-92.8% | $11,403-93.2% |