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 | $77,226 | $159,602-51.6% | $150,045-48.5% | $142,382-45.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.17% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,263 | $4,961-54.4% | $4,693-51.8% | $4,299-47.4% |
| Participant deferral / active EE | $3,727 | $8,310-55.2% | $7,997-53.4% | $6,507-42.7% |
| Admin fee / account holder | $802 | $14,846-94.6% | $13,435-94.0% | $12,624-93.7% |