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 | $39,889 | $197,591-79.8% | $177,821-77.6% | $158,922-74.9% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 13.70% | 58.76%-45.1pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,378 | $6,697-64.5% | $5,918-59.8% | $4,761-50.1% |
| Participant deferral / active EE | $7,387 | $8,405-12.1% | $7,714-4.2% | $5,982+23.5% |
| Admin fee / account holder | $6,315 | $15,399-59.0% | $12,427-49.2% | $11,246-43.8% |