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 | $80,318 | $192,717-58.3% | $142,449-43.6% | $139,434-42.4% |
| Participation rate | 87.5% | 81.5%+6.0pp | 76.8%+10.7pp | 80.3%+7.2pp |
| Annual return | 20.78% | 17.99%+2.8pp | 19.99%+0.8pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,785 | $5,806-34.8% | $4,847-21.9% | $4,751-20.3% |
| Participant deferral / active EE | $4,722 | $7,208-34.5% | $6,283-24.9% | $6,710-29.6% |
| Admin fee / account holder | $1,961 | $15,124-87.0% | $10,011-80.4% | $11,403-82.8% |