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 | $63,932 | $755,339-91.5% | $379,746-83.2% | $158,922-59.8% |
| Participation rate | 95.8% | 81.8%+14.1pp | 78.4%+17.4pp | 82.0%+13.9pp |
| Annual return | 14.20% | 53.41%-39.2pp | 34.90%-20.7pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,483 | $4,685-68.3% | $3,540-58.1% | $4,761-68.8% |
| Participant deferral / active EE | $8,148 | $7,938+2.7% | $6,024+35.3% | $5,982+36.2% |
| Admin fee / account holder | $2,169 | $14,482-85.0% | $7,927-72.6% | $11,246-80.7% |