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 | $96,190 | $144,119-33.3% | $117,854-18.4% | $147,584-34.8% |
| Participation rate | 86.4% | 83.4%+2.9pp | 79.7%+6.7pp | 82.8%+3.5pp |
| Annual return | 13.93% | 531.15%-517.2pp | 335.08%-321.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,877 | $4,896-41.2% | $3,786-24.0% | $4,876-41.0% |
| Participant deferral / active EE | $6,501 | $5,316+22.3% | $4,482+45.0% | $5,439+19.5% |
| Admin fee / account holder | $499 | $10,886-95.4% | $8,020-93.8% | $10,885-95.4% |