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 | $43,196 | $144,119-70.0% | $117,854-63.3% | $147,584-70.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 16.66% | 531.15%-514.5pp | 335.08%-318.4pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,961 | $4,896-60.0% | $3,786-48.2% | $4,876-59.8% |
| Participant deferral / active EE | $2,736 | $5,316-48.5% | $4,482-39.0% | $5,439-49.7% |
| Admin fee / account holder | $21,093 | $10,886+93.8% | $8,020+163.0% | $10,885+93.8% |