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 | $90,432 | $109,327-17.3% | $89,391+1.2% | $158,922-43.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 11.04% | 345.68%-334.6pp | 245.62%-234.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $586 | $3,170-81.5% | $2,586-77.3% | $4,761-87.7% |
| Participant deferral / active EE | $1,123 | $4,598-75.6% | $3,890-71.1% | $5,982-81.2% |
| Admin fee / account holder | $562 | $6,153-90.9% | $4,881-88.5% | $11,246-95.0% |