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 | $13,850 | $56,114-75.3% | $96,139-85.6% | $85,850-83.9% |
| Participation rate | 92.7% | 56.7%+36.0pp | 68.4%+24.2pp | 69.3%+23.4pp |
| Annual return | 34.98% | 42.30%-7.3pp | 191.94%-157.0pp | 318.53%-283.6pp |
| Employer contribution / active EE | $1,154 | $1,620-28.8% | $2,797-58.8% | $2,565-55.0% |
| Participant deferral / active EE | $1,578 | $2,859-44.8% | $4,349-63.7% | $3,952-60.1% |
| Admin fee / account holder | $1,458 | $3,768-61.3% | $5,537-73.7% | $6,260-76.7% |