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 | $35,802 | $179,726-80.1% | $156,263-77.1% | $142,382-74.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 13.42% | 77.86%-64.4pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,347 | $5,069-73.4% | $4,333-68.9% | $4,299-68.7% |
| Participant deferral / active EE | $3,253 | $6,956-53.2% | $6,158-47.2% | $6,507-50.0% |
| Admin fee / account holder | $1,004 | $17,272-94.2% | $14,255-93.0% | $12,624-92.0% |