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 | $30,957 | $226,064-86.3% | $182,532-83.0% | $152,861-79.7% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 20.74% | 192.51%-171.8pp | 148.54%-127.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,358 | $4,978-52.6% | $4,076-42.1% | $4,762-50.5% |
| Participant deferral / active EE | $8,578 | $6,368+34.7% | $5,524+55.3% | $5,850+46.6% |
| Admin fee / account holder | $3,806 | $10,703-64.4% | $8,592-55.7% | $11,596-67.2% |