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 | $69,293 | $172,111-59.7% | $150,298-53.9% | $137,256-49.5% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 17.68% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,658 | $4,636+0.5% | $4,154+12.1% | $4,156+12.1% |
| Participant deferral / active EE | $9,056 | $6,166+46.9% | $5,453+66.1% | $6,407+41.4% |
| Admin fee / account holder | $6,450 | $16,471-60.8% | $14,116-54.3% | $12,270-47.4% |