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 | $110,877 | $148,534-25.4% | $135,903-18.4% | $139,434-20.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 13.72% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,948 | $5,243-43.8% | $4,856-39.3% | $4,751-37.9% |
| Participant deferral / active EE | $8,362 | $8,100+3.2% | $7,758+7.8% | $6,710+24.6% |
| Admin fee / account holder | $26,479 | $12,400+113.5% | $10,762+146.0% | $11,403+132.2% |