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 6-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 | $40,426 | $209,336-80.7% | $197,124-79.5% | $137,256-70.5% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 16.48% | 48.09%-31.6pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $6,172 | $6,591-6.4% | $6,227-0.9% | $4,156+48.5% |
| Participant deferral / active EE | $10,474 | $9,614+8.9% | $9,135+14.7% | $6,407+63.5% |
| Admin fee / account holder | $9,673 | $17,308-44.1% | $16,298-40.6% | $12,270-21.2% |