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 | $124,162 | $165,335-24.9% | $149,696-17.1% | $158,922-21.9% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 24.14% | 348.15%-324.0pp | 276.60%-252.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,037 | $5,103-79.7% | $4,644-77.7% | $4,761-78.2% |
| Participant deferral / active EE | $7,665 | $7,181+6.7% | $6,842+12.0% | $5,982+28.1% |
| Admin fee / account holder | $4,363 | $10,807-59.6% | $9,309-53.1% | $11,246-61.2% |