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 | $51,564 | $162,781-68.3% | $133,956-61.5% | $158,922-67.6% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 12.83% | 41.94%-29.1pp | 45.09%-32.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,625 | $4,975-67.3% | $3,919-58.5% | $4,761-65.9% |
| Participant deferral / active EE | $2,421 | $5,911-59.0% | $5,048-52.0% | $5,982-59.5% |
| Admin fee / account holder | $6,451 | $11,736-45.0% | $8,927-27.7% | $11,246-42.6% |