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 | $90,337 | $111,754-19.2% | $103,333-12.6% | $145,922-38.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 10.99% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,503 | $4,212-40.6% | $3,868-35.3% | $4,660-46.3% |
| Participant deferral / active EE | $6,059 | $5,619+7.8% | $5,057+19.8% | $6,688-9.4% |
| Admin fee / account holder | $24,579 | $9,750+152.1% | $8,355+194.2% | $13,397+83.5% |