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 | $74,019 | $183,519-59.7% | $155,509-52.4% | $145,922-49.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 25.59% | 61.17%-35.6pp | 64.67%-39.1pp | 561.29%-535.7pp |
| Employer contribution / active EE | $3,133 | $5,313-41.0% | $4,672-33.0% | $4,660-32.8% |
| Participant deferral / active EE | $3,418 | $6,462-47.1% | $5,626-39.3% | $6,688-48.9% |
| Admin fee / account holder | $6,738 | $19,313-65.1% | $15,912-57.7% | $13,397-49.7% |