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 | $52,670 | $111,535-52.8% | $105,223-49.9% | $137,256-61.6% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 15.14% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,272 | $3,939-42.3% | $3,689-38.4% | $4,156-45.3% |
| Participant deferral / active EE | $4,639 | $5,500-15.7% | $5,072-8.5% | $6,407-27.6% |
| Admin fee / account holder | $1,604 | $9,721-83.5% | $8,859-81.9% | $12,270-86.9% |