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 | $52,779 | $177,572-70.3% | $154,803-65.9% | $142,382-62.9% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 21.22% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,855 | $4,810-40.7% | $4,305-33.7% | $4,299-33.6% |
| Participant deferral / active EE | $7,662 | $6,272+22.2% | $5,540+38.3% | $6,507+17.7% |
| Admin fee / account holder | $586 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |