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 | $102,532 | $154,228-33.5% | $145,433-29.5% | $137,256-25.3% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 20.75% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,727 | $4,804-43.2% | $4,554-40.1% | $4,156-34.4% |
| Participant deferral / active EE | $5,951 | $8,216-27.6% | $7,897-24.6% | $6,407-7.1% |
| Admin fee / account holder | $361 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |