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 | $50,031 | $110,257-54.6% | $96,544-48.2% | $139,434-64.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 12.76% | 26.32%-13.6pp | 25.84%-13.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,003 | $3,620-44.7% | $2,965-32.4% | $4,751-57.8% |
| Participant deferral / active EE | $3,235 | $5,548-41.7% | $4,851-33.3% | $6,710-51.8% |
| Admin fee / account holder | $1,037 | $11,591-91.1% | $8,252-87.4% | $11,403-90.9% |