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 | $209,336-56.5% | $197,124-53.8% | $137,256-33.6% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 20.56% | 48.09%-27.5pp | 44.34%-23.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,441 | $6,591-47.8% | $6,227-44.7% | $4,156-17.2% |
| Participant deferral / active EE | $9,372 | $9,614-2.5% | $9,135+2.6% | $6,407+46.3% |
| Admin fee / account holder | $17,503 | $17,308+1.1% | $16,298+7.4% | $12,270+42.6% |