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 | $54,447 | $217,402-75.0% | $185,823-70.7% | $167,490-67.5% |
| Participation rate | 95.2% | 86.0%+9.2pp | 81.7%+13.5pp | 82.1%+13.1pp |
| Annual return | 17.42% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,707 | $5,873-36.9% | $5,167-28.3% | $4,837-23.4% |
| Participant deferral / active EE | $4,045 | $6,356-36.4% | $5,568-27.4% | $6,341-36.2% |
| Admin fee / account holder | $1,968 | $19,811-90.1% | $16,237-87.9% | $12,309-84.0% |