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 | $56,395 | $111,754-49.5% | $103,333-45.4% | $145,922-61.4% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 18.48% | 24.77%-6.3pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,965 | $4,212-29.6% | $3,868-23.3% | $4,660-36.4% |
| Participant deferral / active EE | $6,993 | $5,619+24.5% | $5,057+38.3% | $6,688+4.6% |
| Admin fee / account holder | $6,726 | $9,750-31.0% | $8,355-19.5% | $13,397-49.8% |