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 | $39,989 | $165,335-75.8% | $149,696-73.3% | $158,922-74.8% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 13.00% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,946 | $5,103-42.3% | $4,644-36.6% | $4,761-38.1% |
| Participant deferral / active EE | $7,072 | $7,181-1.5% | $6,842+3.4% | $5,982+18.2% |
| Admin fee / account holder | $3,171 | $10,807-70.7% | $9,309-65.9% | $11,246-71.8% |