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 | $44,497 | $124,319-64.2% | $111,297-60.0% | $167,490-73.4% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | 14.61% | 37.44%-22.8pp | 54.65%-40.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,934 | $3,435-43.7% | $2,731-29.2% | $4,837-60.0% |
| Participant deferral / active EE | $3,049 | $5,180-41.1% | $4,487-32.1% | $6,341-51.9% |
| Admin fee / account holder | $536 | $10,618-95.0% | $7,964-93.3% | $12,309-95.6% |