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 | $177,572-57.3% | $154,803-51.1% | $142,382-46.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.04% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,068 | $4,810-57.0% | $4,305-52.0% | $4,299-51.9% |
| Participant deferral / active EE | $10,386 | $6,272+65.6% | $5,540+87.5% | $6,507+59.6% |
| Admin fee / account holder | $4,891 | $16,786-70.9% | $14,329-65.9% | $12,624-61.3% |