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 | $46,995 | $109,982-57.3% | $97,226-51.7% | $145,922-67.8% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 16.74% | 242.90%-226.2pp | 75.13%-58.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,153 | $3,084-62.6% | $2,729-57.7% | $4,660-75.3% |
| Participant deferral / active EE | $5,047 | $4,676+7.9% | $4,264+18.4% | $6,688-24.5% |
| Admin fee / account holder | $1,865 | $6,221-70.0% | $5,654-67.0% | $13,397-86.1% |