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 | $86,665 | $78,705+10.1% | $117,854-26.5% | $70,131+23.6% |
| Participation rate | 88.9% | 73.2%+15.7pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 12.86% | 23.30%-10.4pp | 335.08%-322.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $526 | $2,223-76.4% | $3,786-86.1% | $2,342-77.6% |
| Participant deferral / active EE | $3,095 | $3,297-6.1% | $4,482-30.9% | $3,332-7.1% |
| Admin fee / account holder | $4,338 | $5,065-14.4% | $8,020-45.9% | $4,645-6.6% |