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 | $91,145 | $214,378-57.5% | $200,582-54.6% | $142,382-36.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 20.56% | 46.41%-25.8pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,441 | $6,841-49.7% | $6,419-46.4% | $4,299-20.0% |
| Participant deferral / active EE | $9,372 | $9,865-5.0% | $9,331+0.4% | $6,507+44.0% |
| Admin fee / account holder | $17,503 | $17,692-1.1% | $16,305+7.3% | $12,624+38.6% |