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 | $44,712 | $201,272-77.8% | $184,203-75.7% | $145,922-69.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.33% | 29.00%-18.7pp | 28.81%-18.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,827 | $7,022-74.0% | $6,427-71.6% | $4,660-60.8% |
| Participant deferral / active EE | $7,958 | $9,806-18.8% | $9,131-12.9% | $6,688+19.0% |
| Admin fee / account holder | $584 | $16,364-96.4% | $13,901-95.8% | $13,397-95.6% |