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 | $52,252 | $167,484-68.8% | $151,611-65.5% | $134,475-61.1% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -13.93% | 7.80%-21.7pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,577 | $6,829-62.3% | $6,166-58.2% | $4,740-45.6% |
| Participant deferral / active EE | $6,209 | $8,986-30.9% | $8,363-25.8% | $6,400-3.0% |
| Admin fee / account holder | $2,599 | $13,783-81.1% | $11,616-77.6% | $11,426-77.3% |