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 | $39,183 | $177,572-77.9% | $154,803-74.7% | $142,382-72.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 20.19% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,830 | $4,810-41.2% | $4,305-34.3% | $4,299-34.2% |
| Participant deferral / active EE | $5,492 | $6,272-12.4% | $5,540-0.9% | $6,507-15.6% |
| Admin fee / account holder | $325 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |