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 | $47,698 | $165,335-71.2% | $149,696-68.1% | $158,922-70.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.51% | 348.15%-330.6pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,462 | $5,103-71.4% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $6,367 | $7,181-11.3% | $6,842-6.9% | $5,982+6.4% |
| Admin fee / account holder | $329 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |