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 | $93,347 | $183,519-49.1% | $155,509-40.0% | $145,922-36.0% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 9.80% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,703 | $5,313-30.3% | $4,672-20.7% | $4,660-20.5% |
| Participant deferral / active EE | $6,527 | $6,462+1.0% | $5,626+16.0% | $6,688-2.4% |
| Admin fee / account holder | $2,954 | $19,313-84.7% | $15,912-81.4% | $13,397-77.9% |