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 | $39,071 | $148,534-73.7% | $135,903-71.3% | $139,434-72.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 27.66% | 79.19%-51.5pp | 68.23%-40.6pp | 372.94%-345.3pp |
| Employer contribution / active EE | $1,859 | $5,243-64.6% | $4,856-61.7% | $4,751-60.9% |
| Participant deferral / active EE | $3,539 | $8,100-56.3% | $7,758-54.4% | $6,710-47.3% |
| Admin fee / account holder | $837 | $12,400-93.2% | $10,762-92.2% | $11,403-92.7% |