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 | $65,791 | $198,466-66.9% | $170,442-61.4% | $147,584-55.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 9.97% | 257.29%-247.3pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,951 | $6,184-68.5% | $5,433-64.1% | $4,876-60.0% |
| Participant deferral / active EE | $3,738 | $5,629-33.6% | $4,939-24.3% | $5,439-31.3% |
| Admin fee / account holder | $663 | $16,852-96.1% | $13,880-95.2% | $10,885-93.9% |