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 | $48,082 | $177,572-72.9% | $154,803-68.9% | $142,382-66.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.88% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,320 | $4,810-72.6% | $4,305-69.4% | $4,299-69.3% |
| Participant deferral / active EE | $4,711 | $6,272-24.9% | $5,540-15.0% | $6,507-27.6% |
| Admin fee / account holder | $3,245 | $16,786-80.7% | $14,329-77.4% | $12,624-74.3% |