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 | $69,424 | $117,983-41.2% | $101,794-31.8% | $142,382-51.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 21.02% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,974 | $2,773-28.8% | $2,289-13.8% | $4,299-54.1% |
| Participant deferral / active EE | $4,409 | $4,714-6.5% | $4,084+7.9% | $6,507-32.3% |
| Admin fee / account holder | $373 | $10,433-96.4% | $8,777-95.8% | $12,624-97.0% |