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 | $75,759 | $81,460-7.0% | $103,333-26.7% | $80,856-6.3% |
| Participation rate | 91.5% | 66.8%+24.6pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 47.08% | 25.55%+21.5pp | 24.88%+22.2pp | 35.59%+11.5pp |
| Employer contribution / active EE | $858 | $3,105-72.4% | $3,868-77.8% | $2,755-68.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $745 | $6,566-88.7% | $8,355-91.1% | $6,918-89.2% |