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 | $36,033 | $93,571-61.5% | $135,903-73.5% | $75,163-52.1% |
| Participation rate | 98.2% | 75.2%+23.1pp | 81.9%+16.3pp | 67.2%+31.1pp |
| Annual return | 20.01% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,383 | $3,537-4.3% | $4,856-30.3% | $2,670+26.7% |
| Participant deferral / active EE | $5,538 | $6,404-13.5% | $7,758-28.6% | $4,125+34.3% |
| Admin fee / account holder | $1,863 | $6,975-73.3% | $10,762-82.7% | $5,651-67.0% |