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 | $78,161 | $114,381-31.7% | $107,525-27.3% | $142,382-45.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 12.49% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,016 | $4,015-49.8% | $3,754-46.3% | $4,299-53.1% |
| Participant deferral / active EE | $5,268 | $5,564-5.3% | $5,116+3.0% | $6,507-19.0% |
| Admin fee / account holder | $351 | $9,860-96.4% | $8,919-96.1% | $12,624-97.2% |