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 | $51,323 | $102,317-49.8% | $146,958-65.1% | $80,856-36.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 17.34% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,023 | $3,713-18.6% | $4,933-38.7% | $2,755+9.7% |
| Participant deferral / active EE | $7,298 | $6,644+9.9% | $8,070-9.6% | $4,296+69.9% |
| Admin fee / account holder | $317 | $7,941-96.0% | $12,998-97.6% | $6,918-95.4% |