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 | $69,948 | $103,376-32.3% | $87,100-19.7% | $152,861-54.2% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.9%+8.1pp | 82.4%+2.6pp |
| Annual return | 23.98% | 28.10%-4.1pp | 28.19%-4.2pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,062 | $3,220-36.0% | $2,521-18.2% | $4,762-56.7% |
| Participant deferral / active EE | $4,884 | $4,778+2.2% | $4,049+20.6% | $5,850-16.5% |
| Admin fee / account holder | $2,009 | $12,205-83.5% | $7,497-73.2% | $11,596-82.7% |