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 | $32,325 | $183,519-82.4% | $155,509-79.2% | $145,922-77.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 16.43% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,791 | $5,313-66.3% | $4,672-61.7% | $4,660-61.6% |
| Participant deferral / active EE | $3,168 | $6,462-51.0% | $5,626-43.7% | $6,688-52.6% |
| Admin fee / account holder | $15,273 | $19,313-20.9% | $15,912-4.0% | $13,397+14.0% |