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 | $73,724 | $185,822-60.3% | $169,993-56.6% | $139,434-47.1% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 19.16% | 60.50%-41.3pp | 53.37%-34.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,989 | $7,590-60.6% | $6,785-55.9% | $4,751-37.1% |
| Participant deferral / active EE | $7,291 | $11,622-37.3% | $10,408-29.9% | $6,710+8.7% |
| Admin fee / account holder | $4,700 | $15,381-69.4% | $12,815-63.3% | $11,403-58.8% |