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 | $55,899 | $175,202-68.1% | $149,673-62.7% | $139,434-59.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.12% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,637 | $5,474-70.1% | $4,818-66.0% | $4,751-65.5% |
| Participant deferral / active EE | $5,511 | $6,519-15.5% | $5,680-3.0% | $6,710-17.9% |
| Admin fee / account holder | $414 | $16,150-97.4% | $13,210-96.9% | $11,403-96.4% |