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 | $75,768 | $172,111-56.0% | $150,298-49.6% | $137,256-44.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 13.04% | 69.37%-56.3pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,068 | $4,636-55.4% | $4,154-50.2% | $4,156-50.3% |
| Participant deferral / active EE | $10,386 | $6,166+68.4% | $5,453+90.5% | $6,407+62.1% |
| Admin fee / account holder | $4,891 | $16,471-70.3% | $14,116-65.4% | $12,270-60.1% |