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 | $94,560 | $114,381-17.3% | $107,525-12.1% | $142,382-33.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 12.81% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $12,765 | $4,015+218.0% | $3,754+240.1% | $4,299+196.9% |
| Participant deferral / active EE | $3,403 | $5,564-38.8% | $5,116-33.5% | $6,507-47.7% |
| Admin fee / account holder | $3,457 | $9,860-64.9% | $8,919-61.2% | $12,624-72.6% |