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 | $47,661 | $176,056-72.9% | $159,436-70.1% | $167,490-71.5% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 19.31% | 331.75%-312.4pp | 263.57%-244.3pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,558 | $5,297-70.6% | $4,829-67.7% | $4,837-67.8% |
| Participant deferral / active EE | $3,411 | $7,750-56.0% | $7,352-53.6% | $6,341-46.2% |
| Admin fee / account holder | $1,836 | $12,554-85.4% | $10,799-83.0% | $12,309-85.1% |