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 | $109,313 | $201,272-45.7% | $184,203-40.7% | $145,922-25.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 18.84% | 29.00%-10.2pp | 28.81%-10.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $5,643 | $7,022-19.6% | $6,427-12.2% | $4,660+21.1% |
| Participant deferral / active EE | $12,349 | $9,806+25.9% | $9,131+35.2% | $6,688+84.7% |
| Admin fee / account holder | $632 | $16,364-96.1% | $13,901-95.5% | $13,397-95.3% |