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 | $60,780 | $167,484-63.7% | $151,611-59.9% | $134,475-54.8% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -19.43% | 7.80%-27.2pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,819 | $6,829-44.1% | $6,166-38.1% | $4,740-19.4% |
| Participant deferral / active EE | $8,388 | $8,986-6.7% | $8,363+0.3% | $6,400+31.1% |
| Admin fee / account holder | $381 | $13,783-97.2% | $11,616-96.7% | $11,426-96.7% |