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 | $34,975 | $140,940-75.2% | $112,229-68.8% | $139,434-74.9% |
| Participation rate | 95.8% | 79.2%+16.6pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | 14.72% | 32.71%-18.0pp | 30.20%-15.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,655 | $4,283-61.4% | $3,430-51.8% | $4,751-65.2% |
| Participant deferral / active EE | $2,869 | $5,874-51.2% | $4,798-40.2% | $6,710-57.2% |
| Admin fee / account holder | $6,524 | $9,954-34.5% | $7,748-15.8% | $11,403-42.8% |