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 | $59,803 | $53,822+11.1% | $75,696-21.0% | $85,850-30.3% |
| Participation rate | 82.8% | 69.1%+13.7pp | 74.8%+7.9pp | 69.3%+13.4pp |
| Annual return | 33.07% | 24.54%+8.5pp | 104.53%-71.5pp | 318.53%-285.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,581 | $2,895+23.7% | $3,821-6.3% | $3,952-9.4% |
| Admin fee / account holder | $381 | $3,343-88.6% | $3,619-89.5% | $6,260-93.9% |