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 | $24,008 | $124,319-80.7% | $111,297-78.4% | $167,490-85.7% |
| Participation rate | 90.5% | 79.6%+10.9pp | 77.3%+13.2pp | 82.1%+8.4pp |
| Annual return | 18.06% | 37.44%-19.4pp | 54.65%-36.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,039 | $3,435-40.7% | $2,731-25.4% | $4,837-57.9% |
| Participant deferral / active EE | $4,011 | $5,180-22.6% | $4,487-10.6% | $6,341-36.8% |
| Admin fee / account holder | $3,264 | $10,618-69.3% | $7,964-59.0% | $12,309-73.5% |