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 | $58,104 | $157,256-63.1% | $141,162-58.8% | $152,861-62.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.63% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,754 | $5,261-66.7% | $4,735-62.9% | $4,762-63.2% |
| Participant deferral / active EE | $4,881 | $7,109-31.3% | $6,709-27.2% | $5,850-16.6% |
| Admin fee / account holder | $597 | $12,120-95.1% | $10,261-94.2% | $11,596-94.9% |