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 | $109,279 | $140,940-22.5% | $112,229-2.6% | $139,434-21.6% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 16.16% | 32.71%-16.5pp | 30.20%-14.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,251 | $4,283-70.8% | $3,430-63.5% | $4,751-73.7% |
| Participant deferral / active EE | $3,471 | $5,874-40.9% | $4,798-27.7% | $6,710-48.3% |
| Admin fee / account holder | $3,495 | $9,954-64.9% | $7,748-54.9% | $11,403-69.3% |