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 | $29,873 | $157,256-81.0% | $141,162-78.8% | $152,861-80.5% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 18.34% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $5,573 | $5,261+5.9% | $4,735+17.7% | $4,762+17.0% |
| Participant deferral / active EE | $2,702 | $7,109-62.0% | $6,709-59.7% | $5,850-53.8% |
| Admin fee / account holder | $1,577 | $12,120-87.0% | $10,261-84.6% | $11,596-86.4% |