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 8-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 | $69,044 | $172,111-59.9% | $150,298-54.1% | $137,256-49.7% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 15.27% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,143 | $4,636-75.3% | $4,154-72.5% | $4,156-72.5% |
| Participant deferral / active EE | $12,838 | $6,166+108.2% | $5,453+135.4% | $6,407+100.4% |
| Admin fee / account holder | $849 | $16,471-94.8% | $14,116-94.0% | $12,270-93.1% |