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 | $76,489 | $111,754-31.6% | $103,333-26.0% | $145,922-47.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 16.16% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,703 | $4,212-35.8% | $3,868-30.1% | $4,660-42.0% |
| Participant deferral / active EE | $6,535 | $5,619+16.3% | $5,057+29.2% | $6,688-2.3% |
| Admin fee / account holder | $1,789 | $9,750-81.7% | $8,355-78.6% | $13,397-86.6% |